Help with your policy

Discover the benefits of using the Customer Portals to access your essential documents and more. 

How the Customer Portals can help

Easily access documents

Within each Portal, you can easily access essential documentation related to your policy. These include Sales, Billing, and Claims documents.

Details about your policy

Under Policy Display, you can find more details about your policy, such as an outline of the policy, an outline of the figures associated with the policy, an outline of your vehicle and an overview of your policy documents.

Find your No Claims Bonus

Access your No Claims Bonus as well as your Certificate of Motor Insurance and disc at the click of a button. 

How to register for the Customer Portal

Once you have received your ‘New Business Policy Email Confirmation’ after purchasing a policy, follow these steps to register for your specific Customer Portal:

  1. Click on the ‘Register Now’ link in the email. 
  2. Once within the Portal, click ‘Sign up now’.
  3. Validate your email by entering the validation code that was sent to your email address.
  4. When your email is validated, continue by entering your password, first name, last name, policy number and policy effective date.
  5. Accept the Terms & Conditions and click ‘Create’ to create your account.
  6. You will be asked to enter a phone number to verify your account (this number is then associated to the account for each login).
  7. A code is sent to this phone number which you must enter into the Portal.
  8. You will then have successfully registered for your Customer Portal account and can enter the Portal.

How to log in

Depending on whether you're policy begins with GEI or XB, your login process will be as follows:

GEI: Enter the email address and password that you used during registration. You must then send a verification code to the phone number used during registration, and enter it. You will then have access to the Customer Portal.

XB: Enter your email address and policy number. Once you’ve entered your details, a one-time password (OTP) will be sent to your email address, which will allow you access to the portal for 30 minutes.

Please note: It may be the case that you have both GEI and XB policies. If so, you'll need to access both Portals independently when looking for particular documents, etc.

Features of the Customer Portals

Each portal offers a range of features that allow you to easily access and manage your policies and documents. 

  My Policy Begins with GEI My Policy Begins with XB
Proof of No Claims Bonus Yes Yes
Access to my Policy Documents Yes Yes
Access to my Renewal Information Yes Yes
Renew my Policy Yes Yes
Make a Change to my Policy: Vehicle Yes No, contact us
Make a Change to my Policy: Drivers Yes No, contact us
Make a Payment Yes Yes, if you make monthly payments via card
Change my Address No, contact us No, contact us
Cancel my Policy No, contact us No, contact us
Request a Document Yes No, contact us
     

 

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