Frequently Asked Questions

How do I request proof of my coverage?

1. From My Portfolio option, click the policy link under the “My Policies” heading that shows your Current Policy Term.
2. Scroll down to “Proof of Coverage.”
3. Choose between “Electronic” or “Paper.”
   1. Click on the “Electronic” icon if you would like to download your proof of coverage or to have it sent to you via Email or Fax.
      1. Choose the proof of coverage type that you would like to receive, then click “Next Step” at the bottom of the window.
         1. If you chose the “Certificate for Covered Party” you will then have the ability to choose what parties you would like to have listed. Then click “Next Step” at the bottom of the screen.
         2. If you chose the “Certificate of Insurance for 3rd Party” you will then have the ability to choose what parties you would like to have listed and/or add new Certificate Holders. Then click “Next Step” at the bottom of the window.
      2. Choose to Download or View the document, or have the document sent via fax and/or email.
   2. Click on the “Mail” icon if you would like to receive your proof of coverage via postal mail.
      1. Choose the proof of coverage type that you would like to receive, then click “Next Step” at the bottom of the window.
         1. If you chose the “Certificate for Covered Party” you will then have the ability to choose what parties you would like to have listed. Then click “Next Step” at the bottom of the screen.
         2. If you chose the “Certificate of Insurance for 3rd Party” you will then have the ability to choose what parties you would like to have listed and/or add new Certificate Holders. Then click “Next Step” at the bottom of the window.
      2. You will next be given notification that your request has been successfully submitted.

How do I change my User Id, Password or Security Questions?

1. From the “Online Profile” option
   1. Click the “edit” option on the right that corresponds with the item you would like to change.
   2. Once you have made the appropriate change, click the “Save Changes” button at the bottom of the screen.

How do I update my contact information?

1. From My Portfolio option, click the policy link under the “My Policies” heading that shows your Current Policy Term.
2. Click the “Edit Preferences” link under the “Communication Preferences” heading.
3. From here you can update your email address, phone numbers and fax number.
4. Once you have made the appropriate change, click the “Save Changes” button at the bottom of the screen.

How do I update my name or mailing address?

1. From My Portfolio option, click the policy link under the “My Policies” heading that shows your Current Policy Term.
2. Scroll down to the “Policy Details” heading and click on the “Request Change” link.
3. Under the “Contact Information” heading, click on the “Change” link.
4. From here you can make changes to your name or mailing address.
5. Once you have made the appropriate change, click the “Save Changes” button at the bottom of the screen.
6. Request will be forwarded to our underwriting department for processing.

How do I request changes to my policy’s coverage limits?

1. From My Portfolio option, click the policy link under the “My Policies” heading that shows your Current Policy Term.
2. Scroll down to the “Policy Details” heading and click on the “Request Change” link.
3. Under the “Limits and Coverage” heading, click the”Change” link.
4. From here you can request changes to your Professional Liability limits, your Wrongful Employment Practices limit or you Licensing Board Defense limit.
5. Once you have entered the appropriate change request, click the “Save Changes” button at the bottom of the screen.
6. Request will be forwarded to our underwriting department for processing.

How do I add parties to my policy?

Through the Online Service Center you may request to add the following party types: Landlords, Additional Insureds, Independent Contractors and Business Entities.

1. From My Portfolio option, click the policy link under the “My Policies” heading that shows your Current Policy Term.
2. Scroll down to the “Policy Details” heading and click on the “Request Change” link.
3. Under the “Additional Parties” heading, click the “Add Party” link.
4. Choose the party type that you would like to add and click on the “Next Step” button.
5. Simply follow the prompts and enter in the new party’s information.
6. Once you have entered the appropriate party information, click the “Save Changes” button at the bottom of the screen.
7. Request will be forwarded to our underwriting department for processing.

How do I submit documents?

1. From My Portfolio option, click the policy link under the “My Policies” heading that shows your Current Policy Term.
2. Under the “Additional Documentation” heading, click on the “Upload” icon.
3. Click on the “Add Files” option.
4. Choose the file you would like to submit and click “Open”.
5. The file name will now appear in the “Upload Additional Documents” window.
6. Click on the “Start upload” option.
7. Once the upload has completed the file name will appear in green. You may now close the “Upload Additional Documents” window using the “x” box in the upper right hand corner.

How do I renew my policy?

1. From My Portfolio option under the “My Policies” heading find the policy that shows your Current Policy Term.
2. Click the “Renew Now” link on the right side of the screen to begin the online renewal application.
3. Simply follow the prompts though the online renewal application.

How do I make payment for my premium installment?

1. From My Portfolio option under the “My Policies” heading find the policy that shows your Current Policy Term.
2. Click the “Make Payment” link on the right side of the screen.