Remember - Documents only available via Home & Legacy Online from January 2021

Posted on: 03 December 2020

Now we’re in the last month of 2020, we just wanted to remind you that from January 2021, customer documentation will no longer be sent as email attachments. Instead documentation will be available via Home & Legacy Online.

The Home & Legacy Online ‘Document Portal’, launched at the end of October, is designed to give you convenient, secure access to your customers’ quote, new business, renewal and mid-term adjustment documentation (including Schedules, Statement of Facts, IPIDs and policy wordings).

Image of a laptop

Accessing the Document Portal is easy

Once logged in to Home & Legacy Online, simply click the ‘Document Portal’ icon and search for your customer. Once you’ve located their record, all of the documentation we have published is available to view and download.

This short video clip shows you how to access the Document Portal

 

Rest assured; we’ll ensure you do not miss any communication from us, by sending a notification email to alert you whenever new customer documentation is available to view and download from the Portal.

Please make sure all individuals at your brokerage who will require access to customer documentation via your online account can log in to Home & Legacy Online. Log ins can be requested by emailing agency@homeandlegacy.co.uk.

Find out more about preparing for the change

 

Log in to Home & Legacy Online