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CyberSure® offers a secure area where clients and their Wells Fargo Insurance
Services account team can collaborate on their insurance program. Both
the client and account team have the ability to:
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Access and upload documents
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View previous versions of a particular document
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Request deletion of a document
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Archive outdated, inactive documents
The tool offers a folder and sub-folder structure so that information can be
filed and accessed quickly and easily. Permissions are granted at a sub-folder
level so you can control who has access to what information.
When a new document is loaded or revised, an email is generated to the recipient
with a link to go directly to the item. Each item is tagged with a note such as
"For your review", "Please call", "Please handle" or "FYI".
The My Documents section is a useful way to stay up-to-date on all your program
information including statements of values, lists of vehicles, named insureds
and more.
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