SELECTIVE CLIENT SERVICES

Client Services provides convenient and reliable account servicing support. Think of us as your “back office.” We will handle the paperwork so you can focus on growing your book of business.

Commercial and Personal Lines policies with an account premium of $25,000 or less issued on direct bill basis are eligible for Client Services. Client Services does not handle accounts with premiums exceeding $25,000 and the following classes of business due to additional underwriting requirements: management liability, bonds, daycare, social services (with the exceptions of churches), municipalities, volunteer fire departments, police, schools, flood, paratransit, and agency billed policies.

Monday to Friday 8 AM-8 PM EST; Saturdays 8 AM-6 PM EST. Claims servicing is available 24/7 online or through the MySelective mobile app.

Contact our team by phone at 1-877-744-3125 or email [email protected]

Client Services gives you and your customers access to an in-house team of licensed professionals available to help with endorsement processing, certificates of insurance, billing inquiries, claims inquiries, claims reporting, auto ID cards, general policy inquiries, renewal processing, account rounding, and more.

Each of our Account Executives (AE) are licensed underwriting professionals based in the U.S. who understand Selective’s products, programs, coverages, and systems.

Policy reviews and retention efforts help drive an average 92% renewal rate.

All new and renewal policies and endorsements are mailed directly to the insured. If there is a mortgagee copy, it is sent to the mortgage holder. You can find your customers’ policy information in CLAS®.

After you sign up for Client Services, an indicator will be placed in our system recognizing you as a Client Services agent. Once the indicator is set, you can begin placing new business with Client Services.

All new Commercial Lines business will continue to go through your agency management specialist (AMS) and Personal Lines business via your Personal Lines Marketing Specialists (PLMS) for risk acceptability and underwriting. If you want us to handle an account, please note this in your issuing instructions to your AMS, PLMS, or branch office underwriter.

All One & Done® business is initiated and issued at the agency level. Before issuing the policy, you will be asked, “Do you want to place this account in the Service Center – Yes or No?”

First, the AE will transfer the call to your agency. Once in touch with a live person, we will explain the insured’s request and release the call to your agency. Rest assured that we will not tell customers we cannot meet their needs.

You are encouraged to provide us with cross-sell instructions. To do so, please complete an Account Fact sheet for each customer with specific instructions. We will then document the Account Fact sheet in our Agency Management System so the AE can assess the file to initiate a cross-sell discussion when interacting with the identified customer. Cross-sell opportunities can occur during multiple touchpoints with a customer.

The renewal process begins 60 days prior to a policy expiration date. Our team will send a pre-renewal letter at this time, inviting the insured to call Client Services to discuss changes to their policy or to review their current coverage.

If a Client Services account exceeds the $25,000 premium threshold on renewal, it will still be renewed in Client Services unless the exposures presented by the risk have changed or the agent requests a transfer.

No, you can select the policies you want us to service. There is no minimum policy or premium requirement.

Yes, simply email the Client Services team at [email protected].

You will be immediately notified of requests such as those for policy cancellations via our “Customer Communication Alert.”

A 2 percent (%) commission reduction will immediately apply to all new business. Renewal business will receive the 2% commission reduction when the policy renews in Client Services for the first time.