A client portal is a secure, password protected area of a website that allows users to access their personal information online. You can find client portals on websites for many banks, wealth managers, condo associations, and online shopping websites. Client portals give clients a one-stop way to access all the information they could possibly need from the service provider they are associated with.
CJ Campbell’s new online portal will give clients 24/7 access to all their insurance documents. Need to check your coverage limits? Just login and view your policy. Lost your pink card? Just login and you can view or print the one you need. Need to file a claim? You can do that on the portal too! And then you can use it to track the progress of your claim. You can even contact your broker through the portal if you have questions.
No portal can or should replace personal service. The CJ Campbell online portal ensures you can get the answers you need – regardless of whether our office is open or not. It also gives you quick access to do things like updating your personal information or paying your invoices – when its convenient for you.
How you do get access to the client portal?
Once we know you’re interested, CJ Campbell will send you an email with your personal login and a temporary password. The first time you log in you’ll be asked to reset your password. For tips on how to create secure online passwords, check out this article from Wappo Information Services.
Can I print documents from the online portal?
Your online portal has all your insurance documents organized for you and accessible 24/7. You can view, print or download copies whenever you need.
If you’re ready to access your insurance documents online now, you can contact your insurance executive and set up your client portal account today.