Connect With Customers
Policy & Certificate Access
Your clients can securely and quickly access their policy and certificate information through the customer portal, whether on their computer, tablet or phone. With a simple click of a button your Auto ID cards, Dec pages, and other documents will be delivered securely to your customers. The portal provides a way for customers to view and print certificates, add new certificate holders, and download schedules (drivers, vehicles, properties, and equipment) online.
“When we started the switch from our former management system to Agency Systems, I expressed many concerns. I just wanted to take a moment and say “thank you” and how impressed I have been during this transition with you and your team. Kudos to all of your team that helped us.”Ana – Doral, FL