Client Portal 2
Portal Features
- Issue your own certificates of insurance
- Manage your list of certificate holders
- Print your own Auto ID cards
- View and manage your insured vehicles and drivers
- View your insured locations and request to add or modify a location
How to Manage Certificate Holders
The purpose of this video is to demonstrate how to update your certificate holders so that renewal certificates can be issued for your firm.
How to Issue or Modify a Certificate
The purpose of this video is to demonstrate how to issue or reissue a certificate of insurance using Hall & Company’s CSR24 client portal.
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