InsurLink Customer Setup

1. Open the Customer Center.
2. Search for and select the customer.
3. From sidebar menu on the Customer Center open the Views section and click InsurLink.

Use this tab to grant access to the customer or the contacts and dependents entered in Customer Setup. If the Customer Setup page includes an email address, the customer name appears in the list on this tab.

For more information on adding a client user, see How to give access to the InsurLink in this topic.

You can also see a read-only view of what the client user sees in the Portal by selecting the user in the list and then clicking View as User.

Select the employees that you want to appear on the InsurLink for the client.

• Customer Representative
• Customer Executive
• Other Agency Employees (add up to 5 additional employees)

For each contact you choose you can also decide whether to display their office and/or mobile number(s).

A feature of InsurLink is the ability for you and your customer to upload and share documents using the secure encryption provided in the Portal. Most email is not encrypted and is vulnerable to attack. Document sharing within the Portal is secure.

Use the Document Management tab to add a document for your insured to see in the Portal, create folders, and assign folder templates to organize documents. Documents must have a file extension (.doc, .pdf, etc.) to be imported. You have the ability to set folder permissions to share confidential documents with a limited set of insured and agency users. See How to set folder permissions in InsurLink in this topic.

In Document Management you can attach a policy Dec or Schedule, pdf document, to a policy that doesn't have a supported Summary View. The document will show in place of the View Summary link. For information on linking a document to a policy see How to link a policy DEC to a policy in InsurLink in this topic.

Use this tab to:

• Assign a template to your customer.
• Choose the Client logo you want to appear on the portal.
• Choose to use the template message or create a specific message for a particular customer.

The history tab keeps a list of events that have taken place for InsurLink for this particular client. You have filters and can search within the history tab.

1. Start at the Customer Center. On the sidebar, click Views > InsurLink.
2. On the Client Users tab is a list that includes the customer and any contacts and dependents entered in Customer Setup* with an email address. Using the check boxes select one or more names in the list.
   

3. To the right of the names is a list of Permissions (activities and views). The default Permissions selected in InsurLink Management are marked here. Review the list of selected items and mark or clear permissions for each client user. (You can select multiple client users. We recommend that you choose users that will have the same permissions.)
   
   

4. Once you have set the permissions, click Send Invitation (sends invitation created in custom messaging) or Send Custom Invitation (allows you to make changes to the email prior to sending the invitation). The user(s) will receive an email with instructions on accessing the portal.

*To add a name to the list, click Add User, enter the name and email address, and then click Save.

- OR -

Add a contact or dependent, with an email address, in the appropriate section of Customer Setup.

You can link a pdf document with policy detail, such as a DEC or Schedule, to a policy in InsurLink if the policy is a type that does not have an automatic Summary View. Use the following steps to link a pdf to a policy.

1. Open the client that has the policy you want to link the document to.
2. Select InsurLink under the Views section on the Sidebar menu.
3. Click the Document Management tab.
4. Click Add Document.
5. Use the explorer window to navigate to and select the document. Click Open.
6. When asked if you want to notify the insured about the document click No thanks.
7. Click Actions on the same line as the document you want to link and then click Link to a Policy.
8. On the Policy Summary Link window you'll see a list of policies that you can link the document to.

9. Select the policy and click Link.
10. A message appears when the document is successfully linked to the policy. Click OK to return to the Document Management tab.

A link icon appears for documents that are linked to a policy.

Click here to see what it looks like in the Portal.

You can set folder permissions to share confidential documents with a limited set of insured and agency users.

1. Select InsurLink under the Views section on the Sidebar menu.
2. Click the Document Management tab.
3. Click Actions next to the folder you want to restrict access to.
4. Select Modify Permissions.
5. Select the Agency individuals or business units you would like to have access to the folder.
6. Select the Insured users you would like to have access to the folder.
7. Click Set Permissions.