Client Portal

You are busy, you juggle your business obligations with many other responsibilities.

With Security First Insurance Agency’s Client Portal, we are always open. You can perform self-service tasks, securely share files with us, and we can securely send you files when, where, and how it is convenient for you.

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THE PORTAL EMPOWERS YOU TO
• Review policy information, such as coverage limits, premium amounts, or policy terms
• Request policy changes, such as adding flood coverage, changing drivers or vehicles, or increasing coverage limits
• View and print Auto ID cards in real time
• Review the status of claims, begin the claims process, or submit information about a loss, so we can recommend a course of action
• Reissue past certificates of insurance or add a new holder in order to issue a new certificate

SHARE FILES QUICKLY AND SECURELY
• Upload and download files of any type or size (up to 200Mb) in real time
• Files won’t sit in the email inbox of an employee who is on vacation
• Save the time and expense of sending documents via US Mail or overnight courier
• No need to send files or sensitive data via email
• Data is encrypted in transit and at rest

Access your portal today!
Contact your account manager to set up your user. If you already have a user set up, click here.