Agent Portal Key Features
Access Policy Documents
Recent policy activity is available on the Recent Policy Documents tile of the Agent Portal homepage.
Access your in-force policy documents at any time by navigating to Inforce/Future Policies under the Policy Information tab, selecting your policy and choosing More Policy Details. Save or email a pdf of your policy, endorsements and auto ID cards.
You can sign up for email alerts to receive a notification whenever policy activity occurs. This feature will let you know when an issued policy is available to view and when there are changes made to your policy. Simply provide a single email address to firstname.lastname@example.org and indicate if you would like to receive one email containing recent activity for all of your agency’s policies, or if you would like a separate email for each individual policy.
Login to Agent Portal to view tools
Find information under the Policy Information tab
Sign up for email alerts
Obtain Loss Runs
You can always obtain loss runs for an individual policy, or for all policies for a client, by selecting an insured name under Inforce/Future Policies and choosing either Policy Loss Runs or Client Loss Runs.
Submit a Claim
Reporting a claim is easy through Agent Portal. Simply select the policy for which you need to report a claim under Inforce/Future Policies and choose Submit A Claim. A fillable form will pop-up with pre-populated policy information.
Select the policy you need to report a claim. A fillable form will pop-up pre-populated
Request an Endorsement
Submit basic endorsement requests by selecting the Services tile from the homepage and choosing Email Us – Endorsement Requests. Basic requests include adding, removing or amending mortgagees, loss payees, and lien holders; changes to billing plans; correction requests; mailing changes; adding or deleting vehicles, and more.
*Additional Insured Note: The General Liability Broadening Endorsement provides automatic AI coverage for contractual obligations including primary and non-contributory wording and waiver of subrogation where required.
Select Services tile on homepage
Choose Email Us – Endorsement Request
View Billing & Payment Information
Check your account billing details when you choose View Billing Info for a selected policy under Inforce/Future Policies. From here you can view balances and projected installment & commission schedule. You can also email a billing representative directly or Go to MyBilling*.
You can view...
Download Common Forms and Questionnaires
Find common policy forms like frequently request broadening endorsements along with supplemental questionnaires needed to submit a complete application by selecting Applications, Questionnaires and Forms under Doing Business with Us.
Download supplemental questionnaires
If you have any questions or would like additional information, please contact your agency executive.
Agent portal and MyBilling portal may not be available at all times.