Submit an Insurance Proof Request

Customers can independently request ‌proof of insurance through self-service portals, or service reps can initiate the request for the customers.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To create profiles:	Manage Profiles and Permission Sets

On the Account record page for the client, in the action launcher, click Request Insurance Proof.
If you're a policyholder, log in to Community Portal, and in the action launcher, click Request Insurance Proof.
Select a policy, and click Next.
To view the list of insurance policies associated with a particular insurance type, from Filter by Insurance Type, select the insurance type, and click View Policies.
Select an asset or participant, and click Next.
Review the insurance proof request summary, and click Submit.
The insurance proof request is successfully submitted. A case is created and an email is sent with the case details.
When a case is created, the request fulfillment automatically begins to process the request. When it's complete, an email with an attachment of the proof of insurance is sent to the policyholder. Also, the proof of insurance is attached to the case.
If an email isn't received within 24 hours, the policyholder can call the customer care rep and request for the proof of insurance.

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