Updating Insurance Policies or Expired Documents in Your Account

Updating Insurance Policies or Expired Documents in Your Account

Here are the steps to update a policy or document that is expiring. There is also a video walkthrough below. 

  1. Login to Your Account

    • Use your normal login details.

    • If you forgot your password, click on "forgot password" and reset it using the email the reminder was sent to.

  2. Navigate to Your Dashboard

    • Once logged in, go to your dashboard.

  3. Access Your Company Account

    • Click on "Account" and then "My Company Account."

  4. Identify the Expired Document

    • Look for the document that needs updating, highlighted in yellow as it nears expiration.

  5. Edit the Document

    • Click on "edit document."

    • Update the document number, provider (if needed), and the new expiry date.

  6. Upload the New Document

    • Upload the new document (e.g., insurance policy) that reflects the updated information.

  7. Finalise the Update

    • Click on "update document" to save the changes.

    • Verify that the new expiry date is set correctly.

  8. Seek Further  Help

    • For any questions or issues, submit a support ticket or use the online chat feature for assistance.