MySMI : Access your insurance documents ANYTIME, ANYWHERE!
At Stewart Morrison Insurance, we believe in putting our customers first. That is why we are providing you with the option of getting your insurance documents from the comfort of your own home!
You can access your MySMI account from your laptop, tablet, or mobile device.
It is important for your business to have access to all types of information and receive Certificates of Insurance (COIs), Proof of Insurance, and Vehicle Slips in a timely manner. You can now access your insurance information and requested documents instantly online, including:Auto Insurance 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.
Automated batch certificate processing when many COIs need to be processed or renewed at once
Paperless delivery options: email, fax, view on screen
Automatic inclusion of attachments and endorsements when needed
OBTAIN CERTIFICATE OF INSURANCE OR AUTOMOBILE SLIPS
With 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 and equipment.
*This feature enables both you and your broker to view the same information and ensures that nothing is omitted from a policy.
ONLINE POLICY CHANGE REQUESTS
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. Of course, you still have the option to email or call your Account Manager with changes if that is preferred.
MAINTENANCE AND MANAGEMENT OF CERTIFICATE HOLDERS, LOSS PAYEES AND ADDITIONAL INSUREDS
Stewart Morrison Insurance 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 to distribute certificates only to those companies or individuals who have a current interest in your business or operations.
CUSTOMIZED USER ACCESS
Because each 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, Stewart Morrison Insurance can be tailored to provide a limited or broad amount of information for your users. Please let your broker know this information.
ONLINE CLAIMS REPORTING
When you need to report a claim, it is important to do so while the details are fresh in your mind. MySMI provides you with a questionnaire with document upload capabilities, including accident photos. This option is available via a 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.
DOCUMENTED CONFIRMATION OF ALL ACTIVITY CONDUCTED ONLINE
One of the key features of MySMI 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 our office.