Client Access Portal Additional Products

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david

21 Feb, 2018 01:13 PM

If my client has additional products is tehre a way to have those policy numbers dates etc show up in their client view?

  1. Support Staff 1 Posted by Connors on 21 Feb, 2018 03:45 PM

    Connors's Avatar

    David,

    Currently the Client Access Portal only shows the Primary Policy.

    This feature is on our short term road map to update which will include that feature.

  2. Connors closed this discussion on 21 Feb, 2018 03:45 PM.

  3. david re-opened this discussion on 21 Feb, 2018 03:46 PM

  4. 2 Posted by david on 21 Feb, 2018 03:46 PM

    david's Avatar

    Ok, and is there any customization of that page available? For example color schemes?

    David Taylor Jr. | Health Insurance Advisor
    Office: 888.630.3826 Mobile: 803.620.3487
    www.davidtaylorjr.com [http://www.davidtaylorjr.com/]

    Note: Please be aware that unencrypted electronic mail is not secure. For this reason, please do not send any sensitive personal information such as your address, driver's license, policy number, Social Security Number, or claims information by unencrypted electronic mail. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.

  5. Support Staff 3 Posted by Connors on 21 Feb, 2018 03:48 PM

    Connors's Avatar

    Currently no, which is part of the reason for updating.

  6. Connors closed this discussion on 21 Feb, 2018 03:48 PM.

  7. david re-opened this discussion on 21 Feb, 2018 03:49 PM

  8. 4 Posted by david on 21 Feb, 2018 03:49 PM

    david's Avatar

    Ok thanks.

    David Taylor Jr. | Health Insurance Advisor
    Office: 888.630.3826 Mobile: 803.620.3487
    www.davidtaylorjr.com [http://www.davidtaylorjr.com/]

    Note: Please be aware that unencrypted electronic mail is not secure. For this reason, please do not send any sensitive personal information such as your address, driver's license, policy number, Social Security Number, or claims information by unencrypted electronic mail. The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.

  9. Connors closed this discussion on 21 Feb, 2018 03:51 PM.

  10. david re-opened this discussion on 23 Feb, 2018 02:54 AM

  11. 5 Posted by david on 23 Feb, 2018 02:54 AM

    david's Avatar

    Is there a timeline on this?

  12. Support Staff 6 Posted by Connors on 14 Mar, 2018 05:11 PM

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    Not currently, but would be within the next few months.

  13. Connors closed this discussion on 14 Mar, 2018 05:11 PM.

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