Client Portal Setup Instructions

Each insurance company is associated with a company e-mail or an administrative representative e-mail. A claims supervisor should contact our office to provide the e-mail account and to obtain a system generated password. Once the account set up is complete, any adjuster or employee within the office can be provided the user e-mail and system generated password. Once logged in, you will see a list of open files for the insurance company. You may retrieve and look and documents, request a status update on a file, and also look up old files to obtain documentation if necessary. We are working on posting a video on how the interaction flows. Please contact us if you are interested in setting up a portal account.