Policy Related Documents are Going Digital

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GOALS OF THIS GUIDE

In the fall of 2026, all policy related documents, including payroll audit statements (PHS123) and notices of cancellation, etc. will no longer be mailed. The payroll audit statement will be emailed when emailed to the policyholder and all other policy related documents will continue to be delivered electronically through Interactive, with email notifications serving as the primary method of communication when selected through Interactive.

This change provides faster access to important policy documents while making it easier to view, download, and manage statements online.

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What’s Changing

Beginning Fall 2026:

  • All policy related documents will no longer be mailed.  
  • The payroll audit statement will be emailed. All policy related documents will continue to be available through Interactive.  
  • When you opt in, email notifications are available for most new statements/notices through Interactive when available.  
  • All policy related documents can be viewed, downloaded, or printed from Interactive at any time.  

Nothing else about the policy process is changing, including all current mailings to the policyholder regarding their policy.

Why We’re Making This Change

Moving all policy related documents to digital delivery allows us to provide information more quickly and efficiently while giving Agent Partners convenient, anytime access to important documents through Interactive.

Digital delivery also helps reduce paper usage and ensures statements/notices are available whenever you need them.

Accessing Policy Related Documents

Accessing your policy related documents is simple through Interactive.

Once you've logged in to your account:

  • Select Agency or Policy option box
  • Select Policy from the drop-down menu
  • Click search term here box
  • Enter the policy number
  • On the menu tab, select Policy Info
  • On the drop-down menu, select Policy Documents
  • Click hyperlink for desired document

The list can be sorted by selecting All Documents Type and selecting document from drop-down menu.

Click here if you do not yet have an account or need assistance with account access.

Managing Notifications

To manage your preferences for notifications on Interactive:

  • Toggle on the desired notifications under “Receive Email Notification”

FAQs

Q: Will all policy related documents still be available?

A: Yes. All policy related documents will continue to be available through Interactive.

Q: Will I receive a notification when a statement is available?

A: Yes. When you opt-in for email notifications through Interactive, an email alert will be sent when most policy related documents become available.

Q: Can I still print a copy?

A: Yes. All policy related documents may be downloaded and printed directly from Interactive whenever needed.

Q: Do I need to do anything before Fall 2026?

A: If your agency already uses Interactive, you have opted in to notifications, and your email information is current, no action is required. If you need assistance accessing Interactive, opting in, or updating your contact information, please contact us. Click here if you do not yet have an account or need assistance with account access.

Need Help? Have Questions?

If you have questions or need assistance, our team is here to help.

Phone: 225-924-7788 | Email: information@lwcc.com

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