Overview
Once a policy is bound, you'll have access to policy documents that provide detailed information about the coverage, terms, and conditions. These documents are essential for both you and your customers to understand the policy details.
What Are Policy Documents?
Policy documents are official records that contain:
Policy Information: Coverage details, limits, and effective dates
Terms and Conditions: Important policy terms and exclusions
Premium Information: Payment amounts and schedules
Insured Information: Customer and property details
Policy Number: Unique identifier for the policy
ℹ️ Policy documents are legally binding documents. Ensure your customers understand the terms and conditions before binding.
Accessing Policy Documents
Policy documents can be accessed through your Sola dashboard:
Navigate to the Policyholder Page in the left side navigation bar.
Find the policyholder you want to download the policy documents from.
Click on the details button.
Select the documents tab from the policy details pop-up.
ℹ️ Use the search bar to search the name, policy number, or email.
Policyholder Access
Policyholders can also access their "Policyholder Document" by going to their policyholder portal.
In the portal, users can download the document directly from their home page.
