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.
“The downloads are working great and are such a time saver. So glad that is up and working now. Thank you for all your help. You sure make my job easier with every meeting we have.”Christal – Gravois Mills, MO