Client Portal and Mobile App
YOUR Insurance at YOUR Fingertips
Seely & Durland is proud to announce we have enhanced our customer service experience with the launch of our brand new client portal and mobile app, My SDI! Our client portal offers you secure access to your insurance information, 24 hours a day, 7 days a week! Access to the portal is available anywhere with an Internet connection — and even better, you can take your insurance information on the go with our mobile app, available on iPhone and Android devices!
These free services afford you convenience and mobility, with the ability to manage your policies in a single digital experience. These include:
- View, request to edit, or print auto ID cards
- View policy and coverage information
- Access your agent’s direct contact information
- Submit an auto, liability, or property claim with the option to upload photos and related claims documentation
- Submit several different types of claims, including workers’ compensation, liability, and others *
- Request policy changes
- Manage an up-to-date list of certificate holders
- Manage and request changes on your vehicles, locations, and drivers
- Print or email a Certificate of Insurance *
View Policy Information
When logged in, you have the ability to view your policies and information including your current policy term, carrier, and premiums. You can also view and request changes to your vehicles, locations, and drivers.
Request Policy Changes
While you have access to your insured items like vehicles, locations, and drivers, you will also be able to request to edit, add, or remove an insured item. Simply submit these requests, and one of our agents will be contacted immediately.
Request to Edit or Print an Auto ID Card
You can gain access to an auto ID card for any insured vehicle or driver at any time. You also have the option to request changes to the card or print a current one. If you get pulled over and can’t find your ID card, you can now pull up your auto ID card on your app!
In both the app and portal, you can submit a multitude of different claims, be it property, liability, auto, etc. Simply type up an incident report, and we will take it from there. In addition, you can upload pictures and related documentation on the spot.
Manage an Up to Date List of Certificate Holders *
My SDI enables you to manage all your certificate holders in one convenient location. You can add, modify, or delete holders at any time! The service also provides an easy review process prior to renewal. By eliminating past certificate holders who no longer do business with you, this allows you and your agent to distribute certificates only to those companies of individuals who have current interest in your business operations.
Issue Certificates of Insurance *
For our commercial clients, My SDI affords you the ability to create your own certificates of insurance. We hope that this will provide you with convenience and mobility in those crucial situations where a last-minute certificate is needed to conduct business. You can easily input your holder information or select from a list of previously used holders and then print, email, or fax the certificate directly.
* Applies to businesses
Watch the tutorial video here.
While expanding our reach outside the walls of the office gives you many functions with which to work independently, we never want you to forget that we are always here to help. Staying on top of recent technology is important at our office, but our clients are our priority, and we are here to talk you through any concerns and answer any questions. The online client portal and mobile app are meant to bring you convenience and mobility, not frustration. Our agents here at the office would love to help you overcome any insurance obstacle!
Please never hesitate to give us a call at 845-986-1177, and feel free to leave us feedback on your experience with the portal or mobile app.
Seely & Durland is your insurance solutions provider, partner, and adviser, serving Warwick, Greenwood Lake, Florida, Goshen, Pine Island, Middletown, Chester, Monroe, Newburgh, Orange County, and the Hudson Valley and Tri-State Area.