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Get in touch
- The Source, Global Reach, Cardiff, CF11 0SN
- [email protected]
- 02920 265265
- Monday to Friday: 8.30am to 5pm
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- The Source, Global Reach, Cardiff, CF11 0SN
- Support 02920 265265
EDocs
Go Green with eDocs
Life's easier with digital documents!
Let us show you how going paperless is the way forward.
Not registered? Register to start a quote today!
Why Are eDocs the Future?
It’s not an overstatement to say that eDocs are the future. There are many different benefits for using digital communication, which will help to keep things organised and coordinated for your clients along their time with us at Source Insurance.
Accessibility -
Anytime, Anywhere
Having instant access, 24/7 is brilliant. Your client can simply login via their device and access their policy details whenever it suits them.
Documents Can’t Be
Misplaced or Destroyed
Paper copies of documentation can easily get lost or destroyed. Keeping documents digital eliminates these risks and keeps things simple.
Safe & Secure Data
With our customer portal, you can relax knowing your clients’ details and their data is stored safely and securely.
It's Great For
The Environment
We can all do our bit to help! Switching your clients to eDocs will reduce our carbon footprint, keeping things as green as possible for years to come.
How to Help Your Clients Switch
If your client already has a policy through us and has paper documents, it’s easy to switch to electronic. In fact, they can do so at the click of a button! All they have to do is log in to the policyholder portal, where the option will be there for your customer to switch to digital communications.
Once they’ve switched to electronic documents, your client will have access to all their documents whenever they need them -keeping things smooth, stress-free and simple for all involved. See below for the step-by-step guide!
Steps to Switching
Ask your policyholders to register to use the online portal (unless already registered)
Tell your policyholder to log into the policyholder portal using their customer reference number and password
Find the 'Documents' section and select option to 'switch now'
