How Update My File Works

01

Select Your Desired Plan

Whether you are a solo agent, with a group of like minded agents, or an agency looking to simplify your annual insurance review process, decrease your E&O exposure, and increase your retention and direct written premium, we have a plan to fit your needs.
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02

Contact Your Clients

Once you select your plan, you are provided some communication examples to use through direct mail, email, or whatever your preferred method of communication may be. Remember with UpdateMyFile.com, you are in complete control of your personal lines annual review process.
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03

Start Receiving Your Reviews

Once you select your desired method of communication, you will begin receiving your clients updated information via email. The annual renewals will be sent to you, a CSA, or any team member in your agency who you select to handle your clients annual review process.
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