Commercial Lines Online Client Portal

Supporting Your Business Success

 
Our goal at C. M. Steele Insurance is to exceed your expectations. This means providing you service options to ensure that your business runs smoothly.
 
Access documents anytime, ANYWHERE with CSR24.

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

• Auto IDs
• Claims reporting and status, including related documentation
• An up-to-date list of certificate holders
• Account contact information
• Resource documents
• Policies complete with DEC pages
• Documented confirmation of all activity conducted online
• Certificates of Insurance (COIs)

 
Additionally, you can efficiently process COIs from your computer or mobile device.
 

• Paperless delivery options: email, fax, view on screen
• Automatic inclusion of attachments and endorsements when needed

 
Obtain CERTIFICATE OF INSURANCE OR AUTOMOBILE ID CARDS

With CSR24 online access, you can print your own Certificates of Insurance or auto ID cards. This service is available 24/7 from anywhere with Internet access and is extremely valuable in situations where a last-minute COI is required in order to conduct or continue business or if an auto ID card has been lost or misplaced. Both of these documents can be printed, emailed, or faxed directly from the online access web page.
 
VIEW CRITICAL POLICY INFORMATION

View items or coverage in all of the following areas: 

• Drivers
• Vehicles
• Locations
• Equipment

 
This feature enables both you and <<name>> to view the same information and ensures that nothing is omitted from a policy.
 
ONLINE POLICY CHANGE REQUESTS

C. M. Steele Insurance Online allows you to make changes to your insurance information, including sending a request to add, delete, and/or modify coverage. You can request these changes to automobile policies, property policies, and equipment policies, to name a few. 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 C. M. Steele Insurance 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.
 
 
MAINTANANCE AND MANAGEMENT OF CERTIFICATE HOLDERS, LOSS PAYEES AND ADDITIONAL INSUREDS

C. M. Steele Insurance Online 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 C. M. Steele Insurance to distribute certificates only to those companies or individuals who have a current interest in your business or operations.
 
CUSTOMIZED USER ACCESS

Because each C. M. Steele Insurance 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, C. M. Steele Insurance Online can be tailored to provide a limited or broad amount of information for your users.
 
ONLINE Claims Reporting

When you need to report a claim, it is important to do so while the details are fresh in your mind. Our online tool provides you with a questionnaire with document upload capabilities, including accident photos. This option is available via mobile device as well to allow you to report a claim from your smartphone or tablet. The information you provide is sent directly to us to begin processing your claims.
 
While it is our preference that all critical accidents or emergency claims be reported to us by phone, minor first-party property and automobile losses can be reported through the C. M. Steele Insurance Online webpage. This service allows you to report a claim that happens after hours and on weekends while the details are fresh in your mind.
 
DOCUMENTED CONFIRMATION OF ALL ACTIVITY CONDUCTED ONLINE

One of the key features of C. M. Steele Insurance Online 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 C. M. Steele Insurance.
 
PLEASE NOTE: Requests for the addition, deletion, or modification of coverage ARE NOT effective until authorized and confirmed by a licensed representative of C. M. Steele Insurance. These confirmations will typically be communicated within 24 hours.
 
EXCEEDING YOUR SERVICE EXPECTATIONS

With access to your information where and when you need it, you can focus on your business rather than your insurance. Mobile-optimized, CSR24's 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.
 
Contact us now at 905-835-2417 to learn how to get started using our online service options.  You can also go directly to CSR24 to register.