How We Do It
Self-Service Portal
Sometimes, instant access to a document or information may be critical. The absence of an insurance certificate, for example, can cause the loss of an important contract or the application of a fine by the authorities.
For that reason, our clients have access to our Self-Service Portal. This tool allows client teams to access policy and claims documentation and information, independently and 24/7, through a web browser or a mobile app.
- Policy Documentation: certificates, policy schedules/slips, invoices, etc.
- Policy Information: lists of active policies, covers, premiums, deductibles, insured objects, etc.
- Payments: lists of outstanding premiums, submission of proof of payment, etc.
- Claims: claims information and status, claims settlement receipts, etc.
