Chubb has enhanced its family office portal to help family office managers quickly and efficiently run the risk management and insurance needs of high-net-worth clients operating family offices in the United States.
Family offices help successful families manage their investments and trusts as well as provide personal day-to-day services such as arranging travel plans, managing household staff and legal affairs, and coordinating philanthropic endeavours.
“Chubb’s new family office portal provides our family office managers with a robust tool that helps them more efficiently run the day-to-day family office operations,” says Kate Norris, Vice President, Family Office Practice Leader, Chubb Personal Risk Services. “Successful clients who rely on family office practices face complex insurance and risk management needs, and family office managers need quick and efficient access to their policies and risk management services. Our enhanced portal is a result of our ongoing efforts to create a better online experience for family office managers who do business with Chubb.”
Enhancements to Chubb’s Family Office portal include new Dashboard Features giving office managers access to a full range of services that can help protect lifestyles through Chubb’s Signature Suite of Services, which include Personal Security and Safety, Travel Security, Staff Management and Valuable Collections Management.
In addition, new search functionality enables family office managers to sort, filter and search policy information quickly and efficiently by displaying policy numbers, client names and special descriptions in one place, while family managers can also now easily review different details around claims, billing and home inspections by individual policy. Information is now displayed on a timely basis resulting in a quicker response time.
These enhancements complement the portal’s existing capabilities, such as uploading a claim document or photo; viewing claim history, policy documents or auto identification cards, and managing online billing and payments.