Policies

Share with customers

Send reports, comparisons and cover calculations as a simple link.

Your customer does not need an IndSure account to open anything you share. They get a link, and it opens in their phone's browser.

A policy report

Open the policy from Policies.
Press Share Report. A link appears under the buttons.
Press Copy, then paste the link into WhatsApp.

A policy report with the share link showing under the Share Report button, and a Copy button. — The share link, with Copy.

On the Policies screen, the Views column tells you whether the customer has opened the report yet.

A plan comparison

After comparing plans, press Save & share with customer. See Compare plans.

A cover calculation

At the end of the Cover Calculator, press Send on WhatsApp or Copy Share Link. See Cover Calculator.

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