Client Portal FAQ

My information is incorrect. How do I change it?

On the bottom right of the “Account Summary” page, you will see the name and contact information of your Account Manager. From there, you can click on their phone number or email address to advise them on what needs to be changed. 

Should I contact the Account Manager or the Producer when I have a question?

The first person you should go to if you have a question is your account manager. However, if they are not available, there will always be someone else who can help you. Our phones are always answered by a live person. 

What do the classifications mean?

The classifications are used internally to make sure you are receiving communication from our office. There shouldn’t be anything under here that you would need to be concerned with. However, if you have questions, feel free to contact us!

How do I view my policy details?

When you are on the “Policy” page, you can double-click anywhere on a certain policy to open up the details. If you want to close the details, click outside of the box. 

Where can I submit a change?

To submit a change, you will need to go to the specific policy the change is for, double-click on it, and click on the “Submit Request” button.  

Where can I find my auto-ID cards?

Your auto-ID cards are on the “Proof of Coverage” page. They will be made viewable roughly 7 days before your renewal date. If you do not see them and would like them added, please don’t hesitate to contact Jacquelyn Bennett at jbennett@capitolins.com or by calling (317) 253-1155.

I don’t see a document or email I’m looking for. Where can I find it?

If you cannot find the document or email you are looking for on the “Documents” page, we might need to do something on our end to make it viewable for you. In this case, contact your Account Manager. On the bottom right of the “Account Summary” page you will see their name and contact information. From there you can click on their phone number or email address to contact them. 

How do I change my password?

To change your password, click on the menu bar in the top right corner. After clicking it, you should see the option to change your password. 
 

Can I get a login for someone else on my policy?

Absolutely! All you will need to do is request it from Jacquelyn Bennett by sending an email to jbennett@capitolins.com or by calling   (317) 253-1155.

Where do I pay my bill?

Unfortunately, it is not possible to pay your bill through our client portal. However, there are several other ways you can pay. Click here to learn more.

Can I upload a document?

It is possible to upload a document to the client portal. To do so, go to the “Documents” page and click the “Upload” button.