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Policyholder Experience

We appreciate your confidence in us! Use this webpage as your Merchants policyholder communications resource center.
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Policyholder Experience Resources

Explore resources on our policyholder experience, allowing you to familiarize yourself with what your clients see and to further assist you as you help them.

Paperless Communications

Going Paperless Introduction
Signing Up to Receive Policy Download
Signing Up to Receive eDocs
Introduction to ePolicy & eBill
ePolicy & eBill for New Business Policies Issued Online
ePolicy & eBill for Non-Web New Business & Existing Policies
Commercial Lines Policy Transaction/Communication Log
How Do I Subscribe Myself to Receive Notifications
How Do I Subscribe My Staff to Receive Notifications
Using the Enrollment Activity Log for ePolicy & eBill
Using the Enrollment Report for ePolicy & eBill
Merchants Policyholder Website
Policyholder Website - How a Policyholder Creates a Login
ePolicy & eBill - How a Policyholder Can Enroll
Co-Branding ePolicy & eBill Documents

My Merchants Policyholder Portal

My Merchants Policyholder Portal + Text Alert Options!
My Merchants Policyholder Portal + Text Alerts (Policyholder-Targeted)
Welcome & Portal Sign Up Emails – Commercial & Personal Lines
Welcome & Portal Sign Up Emails – Commercial Lines Only
How a Policyholder Can Update Their Email

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