Service Center

One of Phelan's primary goals is to provide our clients with the information and resources they need to understand their insurance policies. Our customer tools give you access to view your policies, pay your insurance bill, report a claim, get a quote, and learn about the basics of insurance. No matter your needs, we have provided you access to anything you may need right here. 

We are always available to offer you personal, one-on-one help with your insurance needs. If you have any questions, please don't hesitate to call (800-843-3069) or email us ( 

Phelan Connect Portal

Phelan Connect is a personalized website for our clients that can become your first resource for time-saving risk management and OSHA resources whenever you need them!

Certificate of Insurance & Policy Management Portal (CSR 24)

We provide the flexibility and support you need with 24-hour customer service. With CSR 24, you have complete, self-service access to certificate issuance and management, policy information, auto ID cards, and much more at all hours of the day.

Make a Payment on Your Bill

You can pay your insurance bill online with credit card or check, and also view your billing info with your insurance provider here. Now it's easier and faster than ever to pay your bill online! 

File a Claim Report

As your claims advocate, we take an active role in managing and monitoring the claims process. It is our priority to ensure your claims are handled appropriately. To file a claim with your provider, use this page to get a direct link to a claims report.

Get a Quote

Our agency is committed to protecting your assets by providing a quote for your insurance needs. Fill out our form to get a quote from one of our agents!

Product Videos

These videos explain all of our product offerings, introduce our agents, and clarify how we can protect you and your business.

Insurance Product Frequently Asked Questions

Insurance can get confusing, so we've answered some of your most common questions. If you can't find the answer to your specific question here, don't hesitate to give us a call at 800-843-3069. We'll be happy to help you out! 

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