Client Connect

CLIENT CONNECT is an online self service portal that offers you secure access to your insurance information online 24/7 from a computer or mobile device.

It is important for your business to have timely access to a full range of information, including certificates of insurance (COIs). You can now conveniently view your insurance details and request documents online at any time, including:

  • Auto ID cards
  • Claims reporting and status updates, along with supporting documentation
  • An up-to-date list of certificate holders
  • Account contact details
  • Resource materials
  • Policy documents, including declaration (DEC) pages
  • Confirmations of all activity completed online
  • Certificates of Insurance (COIs)

You can also manage COIs efficiently from your computer or mobile device, with features such as:

  • Automated batch processing for handling or renewing multiple COIs at once
  • Paperless delivery options, including email, fax, or on-screen viewing
  • Automatic inclusion of required attachments and endorsements

Download our client connect app on Google or Apple app stores.

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