InsurLink Customer Setup

How to Access

  1. Log in to Sagitta as a user who has Administrator or CSR access to InsurLink assigned in their Security Role. If using Client-level, this user should also have access to the Division the Client is associated with.
  2. Search for or select the Client to view the Client Details page. If not already entered, provide an Email Address and Save the page.
  3. On the Primary Navigation bar, click InsurLink.

InsurLink Customer Setup is where you assign permissions for the customer to access InsurLink and where you perform other actions related to InsurLink for that customer. The InsurLink Customer Setup consists of the following tabs.

Client Users

Use this tab to grant InsurLink access to the Client or the Contacts associated with them in Sagitta. The Client and the Contacts associated with them must have email addresses to list on this tab.

For more information on adding a client user, see How to Give Access to InsurLink.

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

Agency Contacts

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

  • Customer Representative (i.e., the Sagitta Servicer)
  • Customer Executive (i.e., the Sagitta Producer)
  • Other Agency Employees (add up to 5 additional employees)

For each contact you choose, you can also decide whether to display their Office Number.

Document Management

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

Use the Document Management tab to add a document for your insured to see in InsurLink, create folders, and assign folder templates to organize documents. Documents must have a file extension (.doc, .pdf, etc.) to be imported.

In Document Management, you can attach a Policy Declaration 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 Declaration to a Policy in InsurLink in this topic.

Template and Content

Use this tab to:

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

History

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

How to Give Access to InsurLink

  1. Access a Client in Sagitta. On the Primary Navigation menu, click InsurLink.
  2. On the Client Users tab, a list displays that includes the Client and any Contacts with an Email Address associated with them. 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.)

When assigning permissions, we recommend assigning all permissions to cover the group selected. Then you can select one or more users and remove the permissions that don't apply to them.

At least one user should have the Manage Users permission. This user can manage the users for their account through InsurLink.
  1. 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 InsurLink.

How to Link a Policy Declaration to a Policy in InsurLink

You can link a PDF document with policy detail, such as a Policy Declaration 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.

These instructions do not include how to create the PDF document. However, one method is to view the Policy Summary in Sagitta and save the PDF for use during these instructions.
  1. Open the Client that has the Policy you want to link the document to.
  2. On the Primary Navigation menu, click InsurLink.
  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 will see a list of policies that you can link the document to.

Documents available to link will be displayed in regular type. Any policy already linked to a document shows in dimmed type. Because only one document can be linked to a policy at a time, you may have to find the currently linked document and remove the link before you can link it to another document.
  1. Select the policy and click Link.
  2. A message appears when the document is successfully linked to the policy. Click OK to return to the Document Management tab.