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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.
Having instant access, 24/7 is brilliant. Your client can simply login via their device and access their policy details whenever it suits them.
Paper copies of documentation can easily get lost or destroyed. Keeping documents digital eliminates these risks and keeps things simple.
With our customer portal, you can relax knowing your clients’ details and their data is stored safely and securely.
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.
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!