Centralized, Personalized, Revolutionized. Chubb Agent Portal provides a personalized homepage; a seamless way to view all your business with Chubb; and convenient access to all of your Chubb applications.
We are proud to provide a wide variety of complementary digital solutions that allow your agency or brokerage to service your clients better, faster, and more efficiently. We are continuously investing in technology to deliver solutions for your most frequent requests: real-time transaction processing and 24/7 access to policy, claims, and billing information. Our portal can interface with third-party agency management systems to allow you to manage information across different carriers in one central location.
Grow and manage your business with us using our online platforms.
Cargo Certificate Issuance
Create cargo certificates and record shipping activity and storage exposures.
Chubb Marketplace (Small Business)
Offers a quick and easy way to quote, issue and service all your small business and commercial cyber accounts.
Chubb Surety Marketplace (CSM)
Quickly submit, issue and renew commercial surety bonds online. We offer a broad range of bond forms across all 50 states. Each form is configured for same-day execution.
DecisionPointSM (Small Business)
Quote professional liability coverages for privately owned companies and not-for-profit organizations.
TankSafe®: Environmental Liability
A fully automated, Internet-based system that provides commercial underground and aboveground storage tank insurance.
Individual Travel Accident (Passport 360)
Create Passport 360 quotes for new lines and endorsements
Obtain a rate, quote or binder for contractors’ equipment, builders’ risk and/or motor truck legal liability insurance. In addition, u•writer allows you to process renewals and print quote letters, binders and client invoices.
A fully automated policy quote and issuance platform for a wide variety of Westchester products.
This state-of-the-art, interactive clinical trial insurance quote and certificate management system assures your life science or clinical research organization of fast, accurate documentation.
Group Personal Excess
Submit a new application, manage enrollment for New Lines, Renewals and Endorsements, and retrieve Certificates of Insurance.
Masterpiece EZ Quote
Create quote(s) and modify policies in our new, easy to use application.
Create Masterpiece quotes for new lines and endorsements.
Obtain real-time quotes for Recreational Marine insurance with the ability to bind and issue 24/7.
Create Platinum Portfolio quotes for new lines and endorsements.
Individual Travel Accident (Passport 360)
Create Passport 360 quotes for new lines and endorsements
Report a Loss* (Business & Personal)
Submit a loss while on the phone with a client and immediately provide them with a claims reference number which automatically cedes into your agency management system for future reference.
Business Loss Runs
Easily obtain loss run reports including the number of losses as well as loss and payment details. You can obtain loss information on individual policies or an entire account, 24/7, and select to look back three years or five years.
Direct Bill Info Center*
View or reprint your customer’s Business Lines Direct Bill account and policy billing, including payment details, installments and pending cancellations.
View PDFs of policy transactions for your clients’ Commercial and Financial Lines insurance programs.
Allows users to monitor the status of their Chubb Multinational and US Domestic Large Account programs in real-time from an easy-to-navigate and interactive home screen.
Client Catastrophe Tracker
View snapshot of major catastrophes along with client locations.
The Client Lookup's client dashboard provides policy, billing, claims, and assessment information for the policies in a client’s household. You can also generate Proof of Insurance, access insurance ID cards, upload documents, create a Client Portal account, and pay a bill on behalf of the client.
Portal Learning Center (Business & Personal)
Access training videos and user guides.
Building Valuation System
This tool from Marshall & Swift/Boeckh (MS/B) helps assess the value of a commercial building. The robust application provides detailed, up-to-date commercial valuation data in an easy-to-use format.
Business Income Consultation
This digital tool will help you calculate the right amount of insurance, to ensure your clients’ business can survive the interruption of operations and the loss of income. Learn more at www.chubb.com/mybi.
Mid-Market Agent Resource Center
This one-stop-shop provides you with a variety of digital tools and co-branded resources to grow your business across the middle market. (www.chubb.com/rediscover)
Mid-Market Web App
Easily access appetite and resources across nearly 30 industry practices and 70 products. (www.chubb.com/appetiteapp)
Agent Marketing Center
All Chubb Personal Risk Services marketing materials together in one place.
Select individuals within your agency or brokerage can choose to provide your clients the ability to purchase some coverages directly.
A library of reference materials including Contact List, System Announcements, Marketing, Forms & Letters, State Information, and Systems & Training Information.
Agency Billing Statements
Access monthly billing statements for agency billed policies.
Direct Deposit Commission
Agencies can have commission payments deposited directly via Electronic Funds Transfer. Individuals with Accounting Specialist or Agency Principal roles may enroll the agency electronically.
Monthly Commission Summary/Commission Statements
Select individuals within your agency or brokerage can access monthly commission summary information and view and print documents by producer code, on demand, for current and historical statements. A new solution is coming soon!
Resend Policy Downloads
Request download resends, review recent download transactions, and more.
ClaimView* (Business & Personal)
Provide your clients with detailed information about their claim status within 24 hours of an update, including certain adjuster notes. The check inquiry feature allows you to view detailed claim check payment information on third party liability and first-party claims within 24 hours of the claim check issuance.
Offers convenient access to comprehensive EPL loss prevention tools, including model employment policies, procedures and forms, and more.
A risk management information system designed for companies with a sizeable cost of risk that demand direct and timely access to their loss information, Dimensions empowers users to better monitor and manage claims programs, reducing overall costs.
Risk Engineering Resource Center
The Risk Engineering Resource Center contains hundreds of risk management best practices and technical resources to help mitigate and minimize a company’s risk.
Locate a Chubb Claim Vendor
Provides access to pre-approved home and auto service providers.
Report a Claim
Chubb's online claim reporting application provides a simple, easy-to-use online solution.
Business Lines Enrollment Form
Personal Lines Enrollment Form
Daily downloads of your claims detail will keep you on top of your customers’ claims activities, including first notice of loss and claims status updates.
Claims Activity & Notes
Works with Transact Now for updates every two hours (Vertafore only).
Direct Bill Commission Download
Update your agency management system with your Monthly Commission Statements, allowing you to reconcile your agency records with Chubb’s quickly and easily.
Commercial Lines Policy Download
Populate your agency management system with the latest detail within two days of when a transaction occurs. For Small Business: Commercial Auto, BOP, Umbrella and Worker’s Compensation policies available. For Mid-Market Commercial: Commercial Auto.
Provides agencies and brokers with electronic versions of all transactions that typically generate paper, including new lines, renewals, rewrites, endorsements, audits, cancellations and more. Most Commercial and Financial Lines products and policy types are included via IVANs.
Personal Lines Policy Download
Populate your agency management system with the latest detail within two days of when a transaction occurs.
Rate Request (Applied) and Quote Request (Vertafore)*
Also known as Upload and available for Homes and Auto, this capability enables you to have policy information from your Applied or Vertafore agency management system bridged directly into Masterpiece® Real-Time.
Access Management Portal
The reimagined Access Management Portal provides a fast and easy way for Agency Administrators to create and manage users. The agency or brokerage designates an Agency Administrator (through their local Chubb representative), who then has the authority to create, edit, and revoke user IDs and passwords for its employees.
Find Agency Administrator
Located on the Help tab in the burger menu Chubb contacts and help, this feature allows users to quickly find an Agency Administrator to contact to request access to additional tools, services, or agency codes in the Agent Portal.
Forgot User ID
Located under the login box, this application allows users to quickly receive their forgotten or misplaced user ID via registered email address.
Forgot Your Password
Located under the login box, this application allows users to quickly reset their locked or forgotten passwords via registered email address.
* This solution is also available real-time via some agency management systems
If you need help with accessing Chubb Agent Portal or with other technical issues, please contact our help desks:
• Personal and Accident & Health agents, please contact Agency Support at 1-866-324-8222, option #1, or send an email to firstname.lastname@example.org
• Small business agents, please contact the Small Business Help Desk at 1-800-664-8514, or send an email to SmallBizHelpDesk@chubb.com
• Business and A&H agents, please contact the eBusiness Help Desk at 1-877-747-5266, option #2, or send an email to email@example.com
For other information related to Chubb Agent Portal, please contact:
Executive Vice President – Data Analytics & Digital Sales Enablement
Chubb North America Field Operations