Client Center can help your customers and boost your efficiency by giving your customers 24/7/365 access to their policies, documents, and ID Cards. With Client Center, your customers can print & share confidential documents easily and securely online, as well as request policy changes and view their coverages.  


It's always a good idea to know what and how your customers will use a product, and this article will show you how your customers can use the Client Center!


TABLE OF CONTENTS

Documents


Under the Documents section, your customer can find:

  • All of the documents you have shared with them 
  • All of the documents they have uploaded to share with you



  • They can search for a specific document using the Search Field.
  • They can Upload Documents using the Upload Document button.
  • They can Download any shared documents using the Download button.


ID Cards


Under the ID Cards section, your customer can find all the vehicles on their policies and checkmark one or more and download the ID Card(s).




  • They can use the Search field to find a specific vehicle.
  • They can use the Filters to narrow down the list. 
  • They can checkmark one or more of the vehicles to generate and download ID Cards for the selected vehicles.


Certificates


Under the Certificates section, your customer can find: 


  • The ability to Add New Certificate Holders to shared Certificate Masters.
  • All the Certificates they generated from adding a New Certificate Holder. 
  • The ability to Request a New Certificate.


See our Client Center - Share Document Securely to learn how your customer goes through the Add Certificate Holder process!



Policies


Under the Policies section, your customer can find:



Request Change


Under the Request Change section, your customers can find an assortment of options depending on what lines of business they have on their policies. There are specific types of requests and for the lines of business that don't have their own section there is always the general requests option. The specific types of requests currently supported are:

  • Auto(Personal) - Vehicles
  • Auto(personal) - Drivers
  • Auto(Personal) - Lien Holders
  • Homeowners - Mortgagee





Payments 


If the Agency Admin has turned on the Payment Processor Integration through the Connect Marketplace, then the customer will see a Payments icon. There they will be able to:


  • Select one or more policies to make a payment on.
  • Make a one-time payment.


See our Client Center - Payment Processor article to learn more about the entire payment process!




Claims


If the Client Center Admin has turned it on the ability to see Claims, then the customer will see a Claims icon. There, they will be directed to the Claims Summary page. This page provides key information needed about the insured's claim such as: 

  • Claim Number
  • Policy Number
  • Claims Status
  • Date of Loss and Reported Date
  • Insurance Company Adjust Contact Information 
    • This helps to break the communication barrier between the carrier and the insureds. Your insureds will be able to email or call the adjuster from within Client Center.



If your insured clicks into the Claim Number, they will be taken to the Claims Detail page which provides them with further details on the claim such as: 

  • Incident Description
  • Adjuster Information
  • Claim Payments
  • Claims Survey Link



At the very bottom of the Claim Details page is an FAQ section that answers basic claims related questions that your insureds might have.