Accessing contractual documents

Once a client is insured with Stoïk, you can access their billing and contractual documents from the Broker Space. To do this, go to the Clients page, select a contract from the list. Under the Contracts tab, you will find:

• Billing documents (such as premium call statements, commission statements, premium notices)

• Contractual documents (such as the insurance contract, IPID, General Terms and Conditions, insurance certificate)