A PolicyLink has two options when it comes to being shared with your prospect.

Option 1 is the ability to send the unique link over to your prospect directly.

Here's how to access that link.

Step 1: Click on PolicyLink inside of your account.

Step 2: Create a New PolicyLink

You will input the PolicyLink Name as well as user to assign this PolicyLink to. They will receive the notification email when this PolicyLink is completed.

Step 3: Copy the URL of the PolicyLink

You will see a new PolicyLink that has been created. You will look for the copy symbol which will allow you to copy the URL of the PolicyLink.

Step 4: Share your unique URL with your prospect