Some useful insurance and InsuredHQ terms.


A document can either be produced by InsuredHQ or uploaded to the client record. In the case of system documentation, which could be invoices, schedules, policy wordings or receipts InsuredHQ allows for customised documentation to suit your current brand marketing.

In the case of document uploading, it may be necessary to store client documents such as drivers licence, property valuations or claim photos, for example, and these can be accessed in the client record.

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