Iron Cove Financial Services Insurance Blog

Iron Cove Partners Rolls Out CSR24 Client Portal

Written by loudagostino | Jul 28, 2011 9:16:06 PM

Iron Cove Partners Rolls Out CSR24 Client Portal

We are pleased to announce the launch of our new Client Portal for both Commercial/Financial Services Clients and Personal Lines Clients.

CSR24 is a cutting edge technology which communicates directly with our firms' Agency Management Software. We now have the ability to customize each customer's portal specific to their risk management needs.

Some of the features include:

  • 24/7 Access to all insurance portfolio information;
  • Easy to read dashboard including policy type, carrier name and effective/expiration dates;
  • Ability to produce Certificates of Insurance and change name of Certificate Holder;
  • Ability to print Commercial and Personal Lines Auto ID Cards;
  • Customized document folders containing all insurance related correspondence; &
Much more!
See below for Screenshot of CSR24 DEMO!
Click to Enlarge