Client Portal

Portal Features

• Pay your bill via electronic check
• 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

Introduction to the Client Portal

Overview of the Hall & Company Client Portal and its features.

How to Update Cert Holders

Brief demonstration of how to remove inactive Certificate Holders.

How to Issue a Certificate

How to select a Certificate Master, Add a Certificate Holder and Issue a Certificate.

How to Reissue a Certificate

How to send a copy or correct the recipient’s information and reissue a certificate.

Custom Certificates

How to request a certificate from Hall & Company for a certificate with custom language.