Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
The app allows personal lines policyholders to view policy details, account balances, and payment settings. Policyholders can also initiate the claims process and contact their agent through the app.
Access policy details, vehicle information, and driver lists. Print auto ID cards and issue certificates of insurance. View policy documents and manage account settings. Requires setup with an account representative.
