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 I started my own agency, we went with Agency Systems because the accounting was simpler and more accurate, workflows make better sense, and customer support is immediately available. They have also done a great job of keeping our automation costs low.”Claudia – Houston, TX