Client Resources

It is important for your organization to have access to all types of information and receive certificates of insurance (COIs) in a timely manner. You can now access your insurance information and requested documents instantly online, including:

• View critical policy information
• Maintain and manage an up-to-date list of certificate holders

Request policy changes online for:

• Vehicles
• Drivers
• Locations

Access contact information for your:

• Account Manager
• Assistant Account Manager
• Client Executive
• Receive documented confirmation of all activity conducted online

View items or coverage in all of the following areas:

• Drivers
• Vehicles
• Locations

This feature enables both you and Lamb Insurance Services to view the same information and ensures that nothing is omitted from a policy.

Process from your computer or mobile device:

• Automated batch certificate processing when many COIs need to be processed or renewed at once.
• Paperless delivery options: email, fax, view on screen
• Automatic inclusion of attachments and endorsements when needed

The CREIS Client Portal enables you to manage all of your certificate holders in one location. You can add, modify, and delete holders at any time. In addition, you can easily review certificate holders prior to renewal. Eliminate past certificate holders who no longer do business with you and/or who do not require a renewal certificate, enabling you and CREIS Insurance Services to distribute certificates only to those companies or individuals who have a current interest in your business or operations.

The CREIS Client Portal Online allows you to make changes to your insurance information, including sending a request to add, delete, and/or modify coverage on your automobile and property policies. This service is available during regular office hours as well as after hours and on weekends, offering a convenient way of communicating and instructing necessary policy changes to save you time and keystrokes. Of course, you still have the option to email or call your account manager with changes if that is preferred.

Because each CREIS Client Portal user is assigned a unique sign-on and password, you can designate one or more individuals in your office to have access to your insurance information. Based on your needs, the CREIS Client Portal can be tailored to provide a limited or broad amount of information for your users.

One of the key features of the CREIS Client Portal is that all activity is verified and confirmed by a responding email to the individual who initiates the activity. The email will confirm that the request has been received by CREIS Insurance Services.

PLEASE NOTE: Requests for the addition, deletion, or modification of coverage are not effective until authorized and confirmed by a licensed representative of CREIS Insurance Services These confirmations will typically be communicated within 24 hours.

With access to your information where and when you need it, you can focus on your business rather than your insurance. Mobile-optimized, 24/7 online access to your insurance information from any device results in faster service response, allowing you to provide documents to your clients and vendors quickly, driving business success and growth.

Email us today if you need help or want to get started using our online service options.