Back to all Playbooks
Property & Casualty Insurance
Proof of insurance
Give policyholders instant access to their policy documents.
Available in:
Messaging
Email
Voice
Why should you use this Playbook?
Waiting for documents frustrates policyholders and clogs customer service channels. This Playbook delivers proof of insurance instantly, improving satisfaction and reducing manual requests.
When should you use this Playbook?
When a policyholder requests a copy of their insurance card, certificate, or policy document.
What does this Playbook do?
- Authenticates the policyholder
- Retrieves policy or ID documents
- Validates delivery method
- Sends the requested document
- Confirms completion of the request
- Leverages Linked Playbooks to streamline workflow reuse and reduce upkeep