Manage business policies by viewing documents and receiving notifications on claims and payments. Create and send certificates of instantly. Add and manage third-party followers for certificates.
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.
Policyholders can access and share policy documents and agency contacts. Enroll drivers in RideWell℠. Find service providers and loss prevention resources. Go paperless. Manage payments, pay bills, and connect with Apple Wallet or Google Pay.
Manage expenses from claim creation to submission and approval. Scan receipts using OCR to auto-build claims. Track business mileage with an integrated map. Receive alerts based on custom expense policies. Submit claims directly through the .
Manage reimbursement accounts with real-time balance checks and claim submissions. Access Health Care Spending, Health Savings, Dependent Care Spending, Health Reimbursement, and Retiree Medical accounts.
Manage healthcare and tax-favored with account balance checks and transaction history. Upload claims and receipts for reimbursement. Receive and view email and SMS alerts. Contact administrators via email or phone.
Manage technology support by filing claims and tracking device repairs. Chat with experts to troubleshoot mobile device issues. Access protection plan benefits and receive device setup and OS maintenance tips.
View policies, submit claims, and access documents
Search policies and view agent contact details. Access current insured information and policy details. Submit and track claims. View archived documents and upload E-Filing files. Receive push notifications for updates.
Access account information including annual election amounts and remaining balances. File new claims or complete existing ones. Attach documents via smartphone camera or gallery. View claim status and manage account details.