All Categories > Team Member > Primary Contact > Working with Your Policyholder
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Policyholders can be invited to participate in a collaboration at any stage during the project using the policyholder information bar. In the project, click INVITE under your policyholder’s name. Sel…
Updated 6 months ago by Jennifer B.
Check with your policyholder to see if they received the invitation. If you need to resend the invitation: Click Resend [ ]. Confirm the method of delivery and contact information. Click SEND.
Option 1 Click PROJECT DETAILS in the Welcome card on your dashboard. Click Edit [ ]. Click the Policyholder tab. Update your policyholder's information. Click SAVE. Option 2 Click your policyholder'…
Policyholders set Policyholder Preferences to indicate when they will be available, how they would like to be contacted, and any other notes that might help their team members. Team members receive e…
If your policyholder needs to update their Personal Preferences but can't access their account, you can make the changes for them.
Click EDIT in the Policyholder Preferences card on your dashboard. Change the Policyholder Preferences as requested by the policyholder. Click UPDATE. Team members are notified when policyholder pref…
Click the Personal Property tab in the Tasks menu on your dashboard. Click the Clean/Storage tab. Click under your name. Click the Allow Policyholder to Request Items switch.
