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Client Upload Link for P&C Insurance

The Client Upload Link allows advisors to securely collect Property & Casualty (P&C) insurance declaration pages directly from clients. Clients can upload documents manually or retrieve them through our Canopy Connect integration when enabled. This tool makes gathering insurance data fast, secure, and integrated directly into your Holistiplan review process.

Enabling the Client Upload Link

To enable the P&C Insurance Client Upload Link:

  1. Navigate to Settings → Security Settings



      2. Toggle on Insurance Client Upload Links


 

Note: This permission must be enabled for the link to appear in the Household view 

Once enabled, a Client Upload Link section will appear in the left panel of the household record.

 

Creating a Client Upload Link

  1. Open the desired Household.

  2. Select Client Upload Link from the left navigation panel.

  3. Click Create Link.

  4. Select the Documents You Want to Request

This step allows you to choose which types of P&C documents you want your client to upload. The options you select here determine what appears on the client’s upload page.

For example, if you know the client does not have a landlord policy, you can simply uncheck that option so it does not appear when they access the upload link.

Note: If you leave an option selected, such as Umbrella, but the client does not actually have that type of policy, they will still be able to proceed and submit the documents they do have without issue.

 




Note: If the household already has a P&C insurance review in progress, you can associate the upload link with that existing review so that any documents the client uploads are added directly to it rather than starting a new review. You can also select which document types you want the client to provide:




Check the appropriate boxes to specify which documents are required.

After clicking create, you will be provided with a secure link that can be copied and shared with the client. This link is active for 20 days. 



Client Experience

When clients open the link, they will see a simple, secure page prompting them to provide their P&C insurance documents. Clients can manually upload a PDF of their homeowners, renters, condo, auto, landlord, and umbrella declaration pages. 




Where Uploaded Documents Appear

Once the client submits their declaration pages:

  • They appear directly within the household’s Insurance Review section.
  • Advisors can view, download (if auto-delete is not enabled), and view the documents immediately.
  • The advisor will only receive an email once the documents have gone through the OCR process and are ready for the advisor to present.

Best Practices for Advisors

  • Use the upload link at the start of every P&C review to streamline document collection.
  • Select only the document types you need to help clients understand exactly what to provide.
  • Resend the upload link at any time if additional documents are required. The link will automatically expire in 20 days. 
  • Enable Canopy Connect for faster, more complete data collection when possible. Learn more here.