Customer Self-Service

Can customers make changes to the policies I write?

Yes, they can! Customer accounts are set up using the email they provided when approving the policy and terms of coverage. This gives them the ability to make updates, request changes, and generate their own Certificates of Insurance (COIs). Rest assured, we’ll keep you in the loop by cc’ing you on all relevant emails.

Direct access to their account allows clients to manage their policies independently, reducing potential delays that could impact their coverage and saving you and your agency valuable time by enabling customers to self-service their policies.

If you prefer, you can ask clients to inform you of any changes they want to make, and you can assist with updates on their behalf. Their portal access will remain available for them as well.

Updated November 04, 2024 05:47