Our online tool for agents, SFM Agency Manager (SAM), offers a variety of convenient features for your team.

Through SAM, you can:

• Quote and bind policies
• Complete a quick class code check to determine whether a risk is in appetite
• View your customers’ premium audit status and claim data
• Pull loss runs or sign up to have them emailed regularly
• View current, future and renewing policies
• Sign up for email alerts to be notified of cancellations, claim developments and more
• Customize your dashboard for easy viewing of renewals and cancellations
• Set up and manage AutoPay for customers
• View clients’ billing information and make payments

To register for a SAM account, contact your agency’s SAM administrator. If your agency doesn’t have an administrator, or you’re unsure who it is, you can register online.

If you have any questions about SAM, or would like a demo of its features, you can contact us.

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