Easily manage your client’s policy
Need an ACORD or Certificate of Insurance?
Get one in minutes.
All you need is your client's email address and policy number to immediately generate an ACORD for an additional insured or a client's prospect. It can also be easily customized to include a description of your client's business operations.
Need Changes to Your Client's Policy?
Most changes submitted online can be completed the same day we receive them.
- Request policy documents
- Add an authorized person
- Change business address
- Change business name
- Request a loss run
- Request a waiver of subrogation
- Update certificate holder
- Submit documents
- Request a broker or agent of record change
For certain policy updates, we require more information. Please call us to make the following changes.
- Update a credit card
- Update billing address
- Update contact information
- Update policy limits
- Add an additional business location
- Policy status inquiry
- Adjust coverage
- Cancel a policy
Need to File a Claim?
It’s not until you have to report a claim or a loss that you find out how important insurance really is. This can be nerve-racking for a small business owner which is why we make the process as easy as possible for both of you.