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If a clients edoc is client’s Edoc is missing from their account, a broker can easily attach the document under the ‘Insureds’ tab for the client using client, using the below steps.
Locate the missing edoc from missing Edoc from either your BMS system or the insurance carrier portal.
Save the edoc as the Edoc as a PDF file.
Go back to the truMobile web portal.
Under the ‘Actions’ column, click the ‘Add/View Edocs’ icon.
Locate the policy you would like to add the edoc tothe Edoc to.
Click the ‘Add Edoc’ button.
Click ‘Browse’‘Browse. ’
Upload the edoc the Edoc.
Enter the ‘Issue Date’Date,' ‘Business Purpose’Purpose,’ and ‘Document Type’ Type.’
Click the ‘Add’ button.
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