At Pine View Insurance Group, we aim to make your insurance review process as seamless as possible. That’s why we use platforms like Canopy Connect to securely collect your insurance policy details ahead of our discovery calls.
However, we understand that sometimes technology doesn’t cooperate. If you’re having trouble linking your insurance account through Canopy Connect, you can also access and download your policy documents directly from your insurance carrier’s website.
To make it easier, we’ve created this guide to show you how to retrieve your documents from the most common insurer portals manually.
To download your Chubb policy documents, you’ll need to access their e-Services portal, called MyAccount.
Login to MyAccount
Visit Chubb Insurance’s website and log in to your MyAccount.
Navigate to Your Policies
Once logged in, click on “Policies”.
Click View Policy
Select the specific policy you need to view.
Download Documents
You’ll find download links next to “Policy Document” under “Policy Details”
If You Are Unable to Locate Policies
Give us a call at (877) 446-7844 or email us at [email protected] and we’ll help you.
To download your PURE policy documents, log in to the PURE Member Portal.
Login to PURE Member Portal
Visit PURE’s website and log in to your Member Portal.
Navigate to Policies
From the dashboard, click on the “Policies” section.
Select Policy
Choose the policy you want to review.
Download Documents
Look for download links to your Policy Declarations, Certificate of Insurance, and Policy Wording. Download the documents to your device.
If You Are Unable to Locate Policies
Give us a call at (877) 446-7844 or email us at [email protected] and we’ll help you.