When you upload an Acord 25 insurance document, the Optical Character Recognition (OCR) technology automatically extracts information and populates it into the needed fields. After that, you should check the correctness of the information entered and submit it to the client. You also will be able to edit the insurance information later.
30 days before your insurance policies have reached their expiration date, you will receive the first alert from Fixxbook prompting you to upload your renewed insurance documents. In case you forget about it, the second alert will be sent to you seven days before the expiration date.
The alert will be sent to the email address that you have specified for alerts.
You can also view the alert under the Alerts icon in the top navigation bar.
