Policy Hub (/policy)
Direct customers who have already purchased to /policy
Last updated
Direct customers who have already purchased to /policy
Last updated
Our policy hub is where we send Policy Holders to manage their policy post-purchase. In there, they can endorse their policy, add new locations, add new products, file a claim, or cancel their policy.
One note: if you intend to directly send customers to /policy within your platform, we strongly recommend you first begin sharing some sort of customer ID with us (preferably through the URL, which you can ). Without sharing your customer ID, we will not know which policies are owned by which customer, so the UX of the policy hub is not particularly smooth without it.
Even with your customer ID shared, the user will still have to authenticate with a code sent to their email to view/manage their policy(s). However, after initially shipping with just customer ID shared, we are able to integrate with your MFA if there is customer demand.
