When PeopleKeep marks something as “Action Required”, we are missing some or all of the required documentation that we need to verify your premium or expense, for reimbursement. Below are the steps you can take to upload more documentation, that has the required information for us to review and verify (if applicable). To see what documentation is needed for premiums or expenses, please review this article: Documentation requirements for policies and expenses
Step 1: Log in to PeopleKeep and find the premium or expense that has “Action Required” on it and a symbol of the red triangle on it.
Step 2: Hover over that premium or expense and select the “Edit” pencil icon to access that premium or expense information.
Step 3: On this next screen, on the right hand side, you can “Upload” the new/additional documentation we have requested.
Step 4: Once you have uploaded and added the new/additional documentation, you will select the “Submit” button.
Once you have selected “Submit”, that will go back to our Documentation Review team. They will review the new documents and verify if applicable, in 1-2 business days. If they still require further information, they will email you and specify what is still missing. If verified, you will also get an email notifying you of that verification!