Online Account Manager

IMA1008TECHNOLOGY AT WORK FOR YOU

Clarke & Sampson has enhanced our customer service experience by introducing new online client access options. Our online access offers you secure access to your insurance information online 24 hours a day. As one of Clarke & Sampson’s valued clients, this new program provides you a variety of added services which include:

  • Print and/or email a Certificate of Insurance or Automobile ID Card
  • View critical policy information
  • Request policy changes online
  • Maintain and manage an up-to-date list of certificate holders
  • Customized user access
  • Online reporting of non-critical or routine accidents and claims
  • Documented confirmation of all activity conducted online

Best of all, these services are available to you at no additional cost!

PRINT AND/OR EMAIL A CERTIFICATE OF INSURANCE OR AUTOMOBILE ID CARD

With Clarke & Sampson online access you have the ability to print your own Certificates of Insurance or Auto ID Cards. This service is available 24 hour a day from anywhere you have internet access and is mobile enabled. This is extremely valuable in situations where a last minute Certificate of Insurance is required in order to conduct or continue business, or when an Auto ID Card has been lost or misplaced. Both of these documents may be printed, emailed or faxed directly from Clarke & Sampson's online access portal.

VIEW CRITICAL POLICY INFORMATION

You can view items or coverage in all of the following areas:   Drivers, Vehicles, Locations and Equipment.  This feature enables both you and Clarke & Sampson to view the same database of information and assure that nothing is omitted from a policy which could possibly jeopardize coverage.

MAKE ONLINE POLICY CHANGE REQUESTS

Clarke & Sampson online access gives you the option to make changes to your insurance information online. This includes the ability to send a request to add, delete and/or modify coverage. You can request these changes to automobile policies, property policies, and equipment policies, to name a few. This service is available during regular office hours, as well as after hours and on weekends, making it is a very convenient way of communicating and instructing necessary policy changes to Clarke & Sampson, saving you time and keystrokes. Of course, you still have the option of emailing or calling your Account Manager with changes.

MAINTAIN AND MANAGE CERTIFICATE HOLDERS, LOSS PAYEES AND ADDITIONAL INSUREDS

Clarke & Sampson online access enables you to manage all of your certificate holders in one location. You can add, modify and delete holders at any time. In addition, Clarke & Sampson online access provides an easy review process prior to renewal. You can eliminate past certificate holders who no longer do business with you and/or who don’t require a renewal certificate. This enables you, and Clarke & Sampson Insurance Services, to distribute certificates to only those companies or individuals who have a current interest in your business or operations.

CUSTOMIZE USER ACCESS

Because each Clarke & Sampson online access user is assigned a unique sign-on and password, you can designate one or more individuals within your office to have access to your insurance information. Based upon your needs, Clarke & Sampson online access may be tailored to provide very limited or a very broad array of information for your users.

RECEIVE ONLINE REPORTS OF NON-CRITICAL OR ROUTINE ACCIDENTS AND CLAIMS

While it is our preference that all critical accidents or emergency claims be reported to us by phone, there are a number of circumstances which may be reported through Clarke & Sampson's online portal.  These include minor first-party property and automobile losses.  This service allows you to report a claim that happens after hours and on weekends while the details are fresh in your mind.

DOCUMENTED CONFIRMATION OF ALL ACTIVITY CONDUCTED ONLINE

One of the key features of AgencyName online access is that all activity is verified and confirmed by a responding email to the individual who initiates the activity. The email will confirm that the request has been received by Clarke & Sampson. PLEASE NOTE: Requests for the addition, deletion, or modification of coverage are not effective until authorized and confirmed by a licensed representative of Clarke & Sampson Insurance Services. These confirmations will typically be communicated within the same or next working day.

Request to set up your online account today!