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.
Access our digital solutions
Grow and manage your business with us using our online platforms.
Quote, bind and modify
Business lines
- Cargo certificate issuance
Create cargo certificates and record shipping activity and storage exposures. - Cyber Central℠
The ideal tool for commercial agents and brokers who are quoting Cyber, Technology E&O, and Miscellaneous Professional Liability coverage on stand-alone basis. It’s designed to save you time while quoting business, serve up qualified leads, and make it easier for you to engage with your clients. - Chubb marketplace (small business)
Offers a quick and easy way to quote, issue and service small business accounts — including the Chubb BOP, Cyber, The ForeFront Portfolio management liability coverages, ProERM, Umbrella & Workers' Compensation. - 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. - TankSafe®: Environmental liability
A fully automated, Internet-based system that provides commercial underground and aboveground storage tank insurance.
- Individual travel accident (passport 360/travel 365)
Create individual travel accident quotes for new lines and endorsements. - u•writer℠
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. - Westchester FastTrack
A fully automated policy quote and issuance platform for a wide variety of Westchester products. - WORLDcert™
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.
Personal lines
- 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. - Masterpiece real-time
Create Masterpiece quotes for new lines and endorsements. - ORCA
Obtain real-time quotes for Recreational Marine insurance with the ability to bind and issue 24/7. - PLS
Create Platinum Portfolio quotes for new lines and endorsements. - Individual Travel Accident (Passport 360/Travel 365)
Create individual travel accident quotes for new lines and endorsements.
Account Servicing Solutions
Business lines
- 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. - Policy view*
View PDFs of policy transactions for your clients’ Commercial and Financial Lines insurance programs. - Worldview®
Allows users to monitor the status of their Chubb Multinational and U.S. Domestic Large Account programs in real-time from an easy-to-navigate and interactive home screen.
Personal lines
- Client catastrophe tracker
View snapshot of major catastrophes along with client locations. - Client lookup
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.
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.
Sales Support Solutions
Business lines
- 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)
Personal lines
- Agent marketing center
All Chubb Personal Risk Services marketing materials together in one place. - Cross-sell admin
Select individuals within your agency or brokerage can choose to provide your clients the ability to purchase some coverages directly. - My resources
A library of reference materials including Contact List, System Announcements, Marketing, Forms & Letters, State Information, and Systems & Training Information.
Portal learning center (Business & Personal)
Access training videos and user guides.
“Discover Chubb Agent Portal” informative brochures
Claims & risk management solutions
Business lines
- ChubbWorks
Offers convenient access to comprehensive EPL loss prevention tools, including model employment policies, procedures and forms, and more. - Dimensions
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.
Personal lines
- 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.
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.
Download & upload solutions
Business lines
- 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. - Commercial PaperFree
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. FAQs
Personal lines
- 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.
Business Lines Enrollment Form
Personal Lines Enrollment Form
Claims download
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.
Administrative solutions
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.
Need help accessing Chubb Agent Portal or with other technical issues, 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 agencysupport@chubb.com
- 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 Accident & Healthy agents, please contact the eBusiness Help Desk at 1-877-747-5266, option #2, or send an email to ebusinesshelp@chubb.com
For other information related to Chubb Agent Portal, please contact:
Rebecca Gough
Vice President – Digital Agent Experience
Chubb North America Field Operations
chubbagentportal@chubb.com