Wells Fargo Home Page
 
My Documents  
 
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:Image of My Documents Page

  • 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  • Archive outdated, inactive documents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.