How to chat with an agent on the IOI.
Once you receive an email notification for a submission, click on ‘view submission.’ This will open the submission in the
Internet of Insurance™(IOI).
You must be signed in to ensure the agency can communicate directly with you.
You will be taken to the Submission Summary screen. The chatbox will be located on the right of the screen, and is called ‘Collaboration.'
Simply type your message to the agent in the input field and click ‘send.’ All communications will be saved to the platform and can be downloaded for auditing purposes.