Accessing More than One Corporation
We have policies under different names. Am I able to see them all at the same time?
From the home screen, click View Policy Documents or Request a Change to My Policy to go to a list of the names or corporate entities to which the user has access.
A list of the Insured Names will appear. The Client Portal recognizes the user as authorized to view these Insured Names. Click on a name to view the documents or policies associated with that Insured Name.
To know which Insured Name you are in, the name will show on the right side of the screen. Click the browser’s back button to navigate back to previous screens.
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