Yes. As the accountholder, you may add one authorized user, such as your office manager, who can access TDIC policies on your behalf. The authorized user will have limited ability to perform transactions and limited access to certain policy and billing information. The user is able to view information including, but not limited to, contact information, policy details and documents, coverages, policy and billing statuses and invoice details. However, the authorized user does not have access to claims or risk management information. The authorized user also can complete credit card payments, but cannot change the payment plan or set up recurring autopay payments.
Once you add your authorized user, we will email an invitation to the user’s email address you provide. Please note, it is your responsibility to manage an authorized user’s access by providing accurate information and revoking access by removing them promptly within your account.