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Frequently Asked Questions

What is PROTECT and who is it for?

PROTECT is an app that helps you manage all your insurance—personal and commercial—in one place. It connects you with your advisor, keeps your documents organized, and alerts you before anything important gets missed.

Can I use PROTECT for my business policies too?

Yes. PROTECT works for both personal and commercial policies—like General Liability, Commercial Auto, Workers Comp, and more. You can track everything together or keep business and personal separate if needed.

Do I need an invitation to use PROTECT?

Yes. PROTECT is only available through participating Advisors. If you’ve received a letter or email invite, you’re ready to download the app or log in on the web.

What happens if I lose my insurance documents or COIs?

With PROTECT, your ID cards, policy documents, and Certificates of Insurance are always stored in one place. You and your advisor can access them anytime.

Will my advisor see what I see?

Yes. PROTECT is built to keep you and your advisor aligned. When something changes—whether it’s your personal coverage or a business endorsement—they’ll see it too.

What devices can I use PROTECT on?

You can access PROTECT on your phone, tablet, or desktop—everything stays synced and secure.

Can I use PROTECT for more than one business or property?

Yes. You can track multiple policies, businesses, and locations in PROTECT—all under one login.