Client Portal
Portal Features
- NEW! Pay your bill online! PLEASE NOTE THAT A CHECK NUMBER IS USED FOR PROCESSING
- 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.