The Future of Online Storage

Navigating the System(Insurance Lockbox was created with simplicity of navigation in mind)

• There are 9 topics on the left hand side of the screen in which you can add or delete information as you choose. This is the only position on the site where this can be done.

• Not every Insurance Lockbox Member will use every option in these topic areas. However, there is no limit on the number of items you enter in a particular topic. (ex: 15 life policies or 30 watches)

Nine Topics of Securely Stored Information

• Account Information• Insurance• Real Estate• Personal Property• Financial• Retirement Accounts• Professional Contacts• Important Documents• Health

The Menu (9 topics) is organized into folders, subfolders and documents. These are indicated by the icons associated with an item in the Menu.

EX: Insurance – Personal – LifeInsurance would be the folderPersonal would be the

subfolderLife would be the document

LOCKBOX NAVIGATION

• To navigate through the Lockbox, use the Menu on the left hand side of the screen.

• To get back to this Welcome Page, click on the top item in the menu, "Insurance Lockbox“.

• Clicking on the "+" next to an item folder opens the folder and expands the item to show more options or the information entry page. Some options may have several subfolders. Continue clicking on the "+" to complete expand. When a folder is opened, the "+" changes to a "-" (minus). You can close a folder by clicking on the "-" (minus).

• Clicking on a closed folder icon opens the folder, expanding the options and navigates to a page associated with that folder. The page is displayed in the right frame (the frame you are viewing now).

• Clicking on a document icon or the menu item name navigates to a information entry page associated with the selected menu item.

• As you open a document to enter information, you will see at the top of the page an information bar that indicates what part of the Lockbox you have entered. For example, if you click on the following menu items ...

• Insurance Personal LifeThe page that is opened will have the following indication at the top.

Navigation Questions• If you have questions

about the Lockbox or how it works you can always click one of the seven links across the top banner to find your answer.

• If the answer is not there please submit a question which we will respond to promptly.

• QUESTIONS ARE SUBMITTED BY CLICKING THE CONTACT US TAB AND THEN CLICKING ON THE FOLLOWING BOX: