Introduction

Once a Sunrise transaction is closed and accepted (post to accounts),  you can download insurer-specific documentation, such as a Certificate of Currency, directly from Sunrise.

 As Sunrise Insurers have different user interfaces, each insurer may have different insurer documents available. 

There is no need to log in to Sunrise externally, you can access this through INSIGHT by selecting the Interface Docs button - this is generally found as one of the actions available beside a transaction: 

or in the Menu options, when in the Policy Transaction view:

Process

	Locate the transaction and select Interface Docs
	Choose the document(s) you want to download
	Return to INSIGHT