Helping customers gain insurance policy access – all day, every day, from any device.
Our customers will be given 24/7/365 access to their policy documents and ID cards. With our Client Center, customers can print & share confidential documents easily and securely online, as well as request policy changes and view coverages.
Your Online Account Will Give You Access to These Features (COMING SOON)
Document Sharing
Easy two-way document sharing with your client, ensuring that confidential information is securely transferred and accurately logged in your system.
Policy Change Requests
Don’t waste time on the phone by letting your clients submit common policy change requests online. A task will be created in our system so that you are sure to follow up.
ID Card Access
Your auto policy holders will have immediate access to their auto id card in
Client Center, allowing them to download their cards from both their desktop or mobile devices 24/7/365.
View Policies
Each applicant can view a snapshot of their active policies in Client Center.
Add Claims Information or Images
Clients can quickly upload important claims documents from their documents or mobile devices and they will be saved directly in our system.
Add Certificate Holders
Clients can be enabled to add holders to a shared certificate master themselves.
Generate Certificates
Clients can request new certificates in seconds, with new requests immediately creating a task in our system.
