Birdseye view of woman on laptop and another on a mobile phone


Email documents from our online document portal

Date published: 14 May 2021

When you log-in to the document portal, a new ‘Email documents’ button appears prominently at the top of the page. The function then allows users to add the relevant email address, write a message and select the required documents from the list of those available.

Once finished, simply click ‘Email documents’ and the documents will be sent to the email address that was input. It is worth bearing in mind – especially if sending documents directly to customers – that the email generated uses a Home & Legacy template.

Headshot of Barry O'Neill

Home & Legacy Managing Director, Barry O’Neill said:

“E-trading solutions and online systems are successful when they’re developed in association with the users, which is why we always take into account broker feedback when adding functionality to Home & Legacy Online. This is a simple improvement but has a big impact in making our new Document Portal work harder for brokers”.

Home & Legacy Insurance Services Ltd is a wholly owned subsidiary of Allianz Holdings plc and is registered in England number 3007252. Registered office: 57 Ladymead, Guildford, Surrey GU1 1DB. Home & Legacy Insurance Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number is 307523. Please note that telephone calls may be recorded for training and/or monitoring purposes.