introducing the new passport clients widescreen · 4 passport key features file management store...

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Introducing the New Passport Your insurance file storage and sharing solution

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Page 1: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

Introducing the New PassportYourinsurancefilestorageandsharingsolution

Page 2: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

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What is Passport?

File Storage & Sharing SolutionYour central location for sharing and storing your insurance proposals, agreements, policies and other important coverage documents.

Secure PortalA secure online application that uses Symantec’s highest-grade encryption for all internet traffic and is also HIPAA compliant.

Exclusive Benefit for Clients of Assurex Global BrokersBy choosing an Assurex Global broker, Passport is an additional benefit to you at no cost.

Page 3: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

Why You Should Use Passport

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Ensures security & protection of your information

Central source for all insurance documents (self-service, no paper)

Maintains document version control

Accessible 24 / 7

It’s free

Handles property/casualty & employee benefits documents

Works seamlessly for international companies

Page 4: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

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Passport Key FeaturesFile ManagementStore and share your insurance proposals, agreements, policies and other coverage documents in a central location and access them in a secure and organized manner.

ContactsAccess and find contact information for the brokers, carriers or other internal team members related to your account.

LinksYour broker can provide hyperlinks to industry news, websites, newsletters and other information related to your insurance and risk management needs.

Task ManagementTrack and manage tasks in-process.

AnnouncementsReceive important notices from your insurance broker.

Page 5: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

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Now Available with Even More Great FeaturesNEWVERSION

Modern and user-friendly interface

Works on mobile devices

Enhanced search capabilities

Drag and drop documents directly from your desktop

Online training modules

Page 6: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

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Online Training ModulesNEWVERSION

Training new employees on Passport is easier than ever with our new tutorial videos.

Page 7: Introducing the New Passport Clients Widescreen · 4 Passport Key Features File Management Store and share your insurance proposals, agreements, policies and other coverage documents

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https://passport.assurexglobal.com/client