Customer has contacted to say they are unable to get logged into the portal or app
- Ask the customer have they ever created a password for their account.
- They would have received an email when the policy was first taken out with a link 'Go to My Account' where they would set up their password. If they have never done this, then they will need to action this. They cannot reset a password if they have never set a password for their account.
- Second email after purchasing a policy tells the customer their documents are ready and advises them to activate their account (previous email) and to download the app.
- Customer should receive a further email 3 days later reminding them to activate their account.