Connect With Customers
Policy & Certificate Access
Your clients can securely and quickly access their policy and certificate information through the customer portal on a computer, tablet, or phone. With one click, Auto ID cards, Dec pages, and other documents are delivered securely to your customers. The portal also lets customers 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