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CyberSure® offers a secure area where clients and their
USI Insurance Services Insurance Services account team can collaborate on their
insurance program. Both the client and account team have the ability to:
- Access and upload documents
- View previous versions of a particular document
- Request deletion of a document
- Archive outdated, inactive documents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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