How do I access a policy?

Learn how to view a bound policy

Chris Shafer avatar
Written by Chris Shafer
Updated over a week ago

You are able to view an bound policy two ways:

1. You will receive an alert in your dashboard that a policy has been bound. You can click on the policy alert in your accounts table to access the policy page. From the quote page you can download the policy pdf.

2. You will also receive an email alert with the attached policy pdf that you can forward to your retailer.

Did this answer your question?