STEP 1 - Log into the infineo Policy Ledger
STEP 2 - Upload your life insurance policy illustration
Either drag your life insurance policy illustration PDF file into the web browser or click the Choose Policy PDF link to upload the file.
STEP 3 - Review and Update Policy Details
Once the file is uploaded, you must review the Policy Details for accuracy.
STEP 4 - Accept and Proceed
Once you are satisfied with the details, and you have confirmed you understand the infineo Policy Ledger does not automatically update records with the life insurance carrier, click PROCEED.
Congratulations! Your life insurance policy upload is in progress.
STEP 5 - Verify Your Policy is Uploaded
Return to the Dashboard to confirm your policy appears in the list and the details are correctly displayed.
