Client service

You're already a client. Start here.

Everything an existing client actually needs — with your record, your policies and your open requests already in view.

Signed in as (demo)

Desert Ridge Construction

Michael Davis · Owner / Operations · General Contractor — Gilbert, AZ

Coverage in force

Commercial Package

Workers' Compensation

Commercial Auto

Renewal

December

Preferred contact

SMS

Request a certificate of insurance

Most common request — usually needed before work can start.

Report a claim

A person takes it from here. Reporting just gets it moving.

Change a policy

New vehicle, new location, payroll update, added coverage.

Request a bond

Performance, payment, bid, license and permit bonds.

Fail Safe support

Subcontractor documents, certificates and endorsement requirements.

Renewal readiness

Start early so renewal is a strategy conversation, not a scramble.

Open requests

What's in progress right now

Request received

Demo request created — reference R2

We'll keep your request and updates connected, so you don't have to explain the situation from the beginning every time you contact us.

Requests, calls, texts and emails all land on the same record.

Your history

Jan 5 · Phone
Producer call — full context already on file
Jan 5 · Email
Follow-up summary sent
Feb 12 · Education
Viewed Smart Builder University content
Contracts & Risk Transfer
Apr 8 · Service
Bond request submitted
Performance & payment on a municipal project
Jul 14 · Service
Certificate request completed
Sep 1 · Web
Renewal readiness questionnaire started

Desert Ridge Construction is a fictional demo client. Policies, requests and history shown here are illustrative.