INSURANCE POLICY
SELF SERVICE GUIDE

Kline Family Woods

As a wife, a mother, insurance broker and owner of Kline Insurance I'm very busy and I know you are too. Thats why I want to make sure you have what you need to view your policy, add a vehicle, change a driver, request ID Cards or request changes to your policy when you need to.

With our client self service portal you can view your polices, request changes to your policies, update drivers add vehicles and more whenever you you want. 

Our goal for your insurance is to allow you to do what you want to do - when you want to do it.

The guide below can walk you through accessing the portal.

SELF SERVICE TUTORIAL

Home page, Self service menu

At the top of the page click SELF SERVICE

Right Click on CLIENT LOGIN

Then Click Open Link in New Tab

Client Login Self Service

Enter your email in the EMAIL ADDRESS field

Click LOGIN

Confirm your identity

Select your preferred way to confirm your identity.

Click SEND CODE

Identity Code

Use the code that was sent to either your email or a text to your phone.

Input the code into the IDENTIFICATION CODE field

Click LOGIN

Client Center Self Service

Congratulations! You have successfully accessed the Client Center. Here you can view your policies, request ID Cards, request changes and contact us.