Send Policy Copy

Case Description:

The customer requests a copy of his policy.

General Verbiage:

I can definitely help you with that. I’ll be sending a copy of your policy to the email address you’ve used to create your Shory account.

Resolution Steps:

• Ask the customer to provide the registered Mobile number on Shory

• Access Admin Portal > Customer Profile > Customers List

• Locate the customer by searching using the Mobile number

• Click on the customer Email link to access the customer's details 

• Access the policy with the hyperlink on Policy number

• Confirm with the customer his Email ID

• Click on the Send Policy to the customer

• Click on Confirm

If the Customer is asking for the original policy copy (Physical copy), Advise the customer to visit the nearest IC branch to get it, additionally, you can provide the customer with the available IC details (number/nearest address) as available on the IC website.