How to Manually Download Your Insurance Policy Documents

At Pine View Insurance Group, we aim to make your insurance review process as seamless as possible. That’s why we use platforms like Canopy Connect to securely collect your insurance policy details ahead of our discovery calls.

However, we understand that sometimes technology doesn’t cooperate. If you’re having trouble linking your insurance account through Canopy Connect, you can also access and download your policy documents directly from your insurance carrier’s website.

To make it easier, we’ve created this guide to show you how to retrieve your documents from the most common insurer portals manually.

How to Download Your Chubb Insurance Policy Documents

To download your Chubb policy documents, you’ll need to access their e-Services portal, called MyAccount.

Detailed Steps:

1. Login to MyAccount

   Visit Chubb Insurance’s website and log in to your MyAccount.

2. Navigate to Your Policies

   Once logged in, click on “Policies”.

3. Click View Policy

   Select the specific policy you need to view.

4. Download Documents

   You’ll find download links next to “Policy Document” under “Policy Details”

5. If You Are Unable to Locate Policies

   Give us a call at (877) 446-7844 or email us at advisors@pvig.com and we’ll help you.

How to Download Your PURE Insurance Policy Documents

To download your PURE policy documents, log in to the PURE Member Portal.

Detailed Steps:

1. Login to PURE Member Portal

   Visit PURE’s website and log in to your Member Portal.

2. Navigate to Policies

   From the dashboard, click on the “Policies” section.

3. Select Policy

   Choose the policy you want to review.

4. Download Documents

   Look for download links to your Policy Declarations, Certificate of Insurance, and Policy Wording. Download the documents to your device.

5. If You Are Unable to Locate Policies

   Give us a call at (877) 446-7844 or email us at advisors@pvig.com and we’ll help you.

How to Download Your BerkleyOne Policy Documents

To access your Berkley One policy documents, use the MyBerkleyOne Client Portal.

Detailed Steps:

1. Login to MyBerkleyOne

   Go to Berkley One’s website and log in to the MyBerkleyOne portal.

2. Navigate to Policies

   Click on the “Policies” tab.

3. View and Select Policy

   Choose the policy you wish to view.

4. Download Documents

   Download your Policy Declarations, Endorsements, and Policy Wording as needed.

5. If You Are Unable to Locate Policies

   Give us a call at (877) 446-7844 or email us at advisors@pvig.com and we’ll help you.

How to Download Your Safeco Insurance Policy Documents

Safeco policyholders can access documents via Safeco’s online account portal.

Detailed Steps:

1. Login to Safeco Account

   Visit Safeco’s website and log in to your account.

2. Go to Policies

   Click on “Policies” from the main navigation.

3. Select Your Policy

   Choose the policy you want to download.

4. Download Documents

   Under Documents, download your Declarations Page, Policy Wording, and any other available documents.

5. If You Are Unable to Locate Policies

   Give us a call at (877) 446-7844 or email us at advisors@pvig.com and we’ll help you.

How to Download Your Cincinnati Insurance Policy Documents

You can retrieve Cincinnati Insurance policy documents via their Client Portal (Cincinnati Client Access).

Detailed Steps:

1. Login to Cincinnati Client Access

   Visit Cincinnati Insurance’s website and log in to Client Access.

2. Navigate to Policy Documents

   Click on “Document Center” under the “Policy Documents” tab.

3. Select the Relevant Policy

   Choose your policy from the list, or access previous versions through the plus (+) icon.

4. Download Documents

   Download the Policy Declarations, Certificate of Insurance, and any supporting documents.

5. If You Are Unable to Locate Policies

   Give us a call at (877) 446-7844 or email us at advisors@pvig.com and we’ll help you.

How to Download Your Private Client Select Policy Documents

AIG clients can use the Private Client Select Portal.

Detailed Steps:

1. Login to AIG PCG Client Portal

   Visit AIG’s website and log in to your **Private Client Group Portal.**

2. Access Policies

   Navigate to “Documents” or “Document Hub”.

3. View and Select Policy

   Click into the policy you need.

4. Download Documents

   Download the Declarations Page, Certificate of Insurance, Policy Wording, and other available documents.

5. If You Are Unable to Locate Policies

   Give us a call at (877) 446-7844 or email us at advisors@pvig.com and we’ll help you.