CLIENT PORTAL

Making Your Experience Better

Our client portal provides 24/7 access to a summary of all your policies, copies of policies and endorsements, certificates and Auto ID Cards. Please contact us with any questions regarding using the portal.  Thank you for your business and loyalty!

REPORTING A CLAIM

What to do in the Event of a Loss:

Call Us at (626) 446-6161, or Toll Free at (800) 800-1959. In the event the accident happens during a time when our offices are closed, you can also contact your carrier directly to get the claim started

Automobile Losses

  • Make sure everyone is OK, call for medical assistance if necessary.
  • Notify the police about the loss.
  • Exchange contact and insurance information with other parties.
  • Get names and phone numbers of any witnesses.
  • Make a diagram of an accident.
  • Photograph the scene prior to moving vehicles (if it can be done safely).
  • Take reasonable steps to move your vehicle from a scene and to safeguard it and any personal property contained in the vehicle from subsequent damage.
  • Make no commitments for payment.
  • Do not discuss fault or blame at the scene.
  • Do not discuss the details of the accident with anyone except police, your insurance agent, claims adjuster, or your legal counsel.

Property Losses

  • Contact emergency personnel if necessary.
  • Document how, when and where the accident occurred.
  • Photograph scene and/or all damaged articles.
  • Complete accident investigation form.
  • Collect names, addresses & telephone numbers of injures persons.
  • Make note of any injuries/complaints.
  • Identify any potential witnesses and secure their names, addresses, and telephone numbers.
  • Make no commitments for payment.
  • Do not discuss fault or blame at scene.
  • Do not discuss the details of the accident with anyone except police, your insurance agent, claims adjuster, or your legal counsel.

General Liability Losses

  • Protect all property from further damage.
  • Preserve all evidence.
  • Locate purchase records to document values.
  • Describe the extent of damage to property.

Workers Compensation Losses

  • Reporting a Workers Compensation Loss
  • First Aid vs. Medical Payment Loss Explanation

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