Navigate to Files

The My Files feature allows you to store all insurance related documents in one place, removing the headache of searching through your inbox for pertinent documents.

My Files Tab | Organization Files

  • My Files Tab
    • The quickest way to navigate to your Organization’s files is to click the My Files tab within your Members Dashboard.
    • If you have multiple Organizations, the My Files tab will show you all Files for all Organizations.
      • For this reason, Gagliardi Insurance highly recommends accessing Files through Organization Profiles so to avoid commingling of Files.
    • Organization Files
      • To navigate to a specific Organization’s Files, first navigate to the Organization’s Profile.
      • Within your Members Dashboard click My Organizations.
      • Then select the respective Organization.
      • Click the Files icon or scroll down to the Organization Files section

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