The Southern Agency

Here is what our clients can do with our self-service portal:
• Prepare your own ACORD® Certificate of Insurance and print/email to whoever you want.
• View policies; both active and expired as well as policy changes that may occur during the policy year. This reduces the likelihood of missing documents and trying to keep up with a policy portfolio.
• You can even request policy changes in this app such as add, subtract, or change vehicles.
• Download Loss Control & Safety Programs for your business.
• View and print your loss runs for each commercial policy.
• Pull up auto liability insurance cards for the entire fleet.
• Add drivers to the fleet.
• View policy details.
• File a claim.
• The resources you will have access to are vast and include:
• Human Resource—Employee Handbook Outlines;
• Workers’ Compensation training;
• Early Return to Work Programs;
• Our Risk Transfer Program; and
• Fleet Safety Programs.
Please get with your Producer or Service Agent to set your company up on this program.