What is the NavSav Client Portal?
Welcome to the NavSav Self-Service Client Portal guide. This comprehensive resource will help you understand how to leverage our digital tools to manage your insurance needs efficiently.
The NavSav Client Portal is a digital platform that provides our clients with 24/7 access to manage their insurance accounts. This secure online portal allows you to access important documents, request certificates of insurance, make payments, and more—all without having to call or visit our office.
Key Features of the Self-Service Portal
- Document Upload: Securely upload documents (under 100MB) which are sent directly to your agent
- Certificate Management: Request, view, download, and resend certificates of insurance
- Payment Processing: Make payments online with options for credit card or check payments
- Policy Access: View your policy details and documentation
- Secure Communication: Direct messaging with your insurance team
Why Access the Self-Service Portal?
In today’s fast-paced world, having immediate access to your insurance information is essential. Here’s why you should take advantage of our Self-Service Portal:
- 24/7 Convenience: Access your insurance information anytime, anywhere, without being limited to business hours
- Save Time: No need to call or visit our office for routine requests like certificates of insurance
- Enhanced Security: More secure than email for sharing sensitive documents and information
- Streamlined Communications: Direct access to your account manager and agent
- Immediate Documentation: Get the insurance documentation you need instantly
- Paperless Management: Reduce paper usage and keep all your documents organized digitally
How to Access the Portal
For New Users: Self-Registration
Getting started with NavSav Client Portal is easy:
- Access the portal
- Click on “Create an Account” on the login page
- Enter your basic account information:
- Email address
- Phone number
- Policy number
Note: This information must match what we have in our agency management system
New Users
- Click “Create Account” and wait for a verification code to be sent to your email
- Enter the verification code when prompted
- Create your login credentials (your email will be your default username)
- Set a secure password
- You’re ready to use the NavSav Client Portal!
For Existing Users
- Access the portal
- Enter your username (email) and password
- Click “Login” to access your portal
Frequently Asked Questions (FAQs)
What file types can I upload to the Self-Service Portal?
The portal accepts most common file types including PDF, Word documents, Excel spreadsheets, and image files (JPG, PNG). Files must be under 100MB in size.
Is the Self-Service Portal secure?
Yes, NavSav Client Portal uses industry-standard encryption and security protocols to protect your data. All information transmitted through the portal is encrypted and secure.
What if I forget my password?
On the login page, click “Forgot Password” and follow the prompts to reset your password. A verification code will be sent to your registered email address.
Can I access the portal from my mobile device?
Yes, the NavSav Client Portal is fully responsive and can be accessed from any device with an internet connection, including smartphones and tablets.
Is there a fee for using the Self-Service Portal?
No, the NavSav Client PortalSelf-Service Portal is provided free of charge to all NavSav Insurance clients.
How do I pay my bill through the portal?
Log in to your account, select “Make a Payment” from the menu, choose the invoice you wish to pay, enter your payment information (credit card or check), and click “Pay Now.” A small convenience fee (typically 3%) may apply based on your payment method.
Can I add multiple email recipients when sending certificates?
Yes, during the certificate issuance process, you can add multiple email recipients to ensure all necessary parties receive the certificate.
What if I need help using the portal?
If you need assistance with the NavSav Client Portal, please contact your NavSav agent directly or call our customer support team at 1-888-800-1475.
Need Additional Help?
Our team is here to support you. If you have questions about using the NavSav Client Portal or need assistance with any insurance matters, please contact us:
1-888-800-1475
Monday-Friday, 8:00 AM - 5:00 PM CST
Start enjoying the convenience of 24/7 access to your insurance information today! The NavSav Client Portal puts you in control of your insurance needs with secure, on-demand access to your policies, certificates, and more.