To access the Cal LeGrow portal, you must be connected to the internet. Internet explorer and Google Chrome work best.

You can access the login page two different ways:

Computer: Visit our website www.callegrow.com from a computer. In the top right corner of the homepage, click on “Login”.

Smartphone: Visit www.callegrow.com from a smartphone. In the main navigation menu, click on “Login”.

You must have a username and password to login to the portal. If you do not have a username or password please contact your account representative to set up your account.

Upon login, you should see the below image; this is your homepage. Within the homepage, there are nine (8) major categories: My Information, Policies, Documents, Claims, Vehicles, Drivers, Locations, and Helpful Links.

There are four (4) large green squares labeled: View Policies, Request Liability Card, Report Auto Claim and Access Documents. These are quick links to the services our clients avail of most frequently.

The homepage is also where you will find important information such as your account representative contact information, important announcements, and our Facebook news feed.

Upon login, you should see the below image; this is your homepage. Within the homepage, there are nine (9) major categories: My Information, Policies, Documents, Certificates, Claims, Vehicles, Drivers, Locations, and Helpful Links.

There are four (4) large green squares labeled: Issue Certificate, Request Liability Card, Report Auto Claim and Access Documents. These are quick links to the services our clients avail of most frequently.

The homepage is also where you will find important information such as your account representative contact information, important announcements, and our Facebook news feed.

The “My Information” tab allows you to view the information we have about your company in our system. Such things include the main address, phone number, fax number, email address, and primary contact for your company.

Request to Change Information
If you ever notice that something is incorrect or missing (i.e. email address), you may click on the “Request to Change Information” button to send a change request.

Change Password
If you want to change your password for any reason, you may do so using the link under the “My Information” tab.

The “Policies” tab allows you do view any active policies on your account. You may click on a policy to review the terms of your policy agreement. Such things include the policy type, premium, policy term, and coverage information.

Request to Change Policies
If you ever notice that something is incorrect or would like to change the terms of your policy agreement (i.e. bill method), you may click on the “Request to Change Policies” button to send the change request.

Within the “My Documents” tab you can access any of your policy documents made viewable by your account team.

• Click on the “Documents” tab, click “My Documents” button
• If you have more than one policy select the appropriate insured
• To view a list of all documents click on the drop down menu and select “View All”
• Click on document folders to expand and view subfolders
• Click on a document to open the pdf file
• You may view, print, send or save the document

Within the “Certificates” tab you can issue, reprint/resend, or request your own certificate at any time – weekend and holidays included. You will also find a link to download your holder spreadsheet here.

Issue a Certificate

• Click on the “Certificates” tab, click on “Issue Certificate”
• If you have more than one policy select the appropriate insured
• Select the certificate you wish to issue
• Select holder… or change holder to amend a previously issued certificate
  *Note: The certificate holder is the company or person receiving the certificate
• If the Holder has already been entered
• Locate the Holder on the Holder list, and double-check the holder’s information (company name, complete address, named insured, description of ops)
• Click on the appropriate holder
• Under the section titled “Recipient #1”, add the recipient’s name in the “Attention” portion, enter “Proof of Insurance for [your company’s name here]” in the subject line, and then enter the fax and/or email address of the recipient. *Note: The box/es must be checked in front of Fax Number and/or Email Address in order for the Certificate to properly send.
• If multiple locations need the Certificate, enter additional fax number and/or email address in Recipient #2, and so on
  Move to the bottom of the screen and click “Submit Request”. Your Certificate will now be delivered in the form you chose in the “Recipient” section(s) (Fax or Email).
• To Enter a New Holder (only if given permission)
• If your Certificate Holder is not on the list, click “Add Holder”. The Certificate Holder screen will display.
• Enter the Certificate Holder’s full company name and address
• Under the section title “Recipient #1”, add the recipient’s name in the “Attention” portion, enter “Proof of Insurance for [your company’s name here]” in the subject line, and then enter the fax and/or email address of the recipient.
  *Note: The box(es) must be checked in front of Fax Number and/or Email Address in order for the Certificate to properly send.
• If multiple locations need the Certificate, enter additional fax number and/or email address in Recipient #2, and so on.
• Move to the bottom of the screen and click “Submit Request”. Your Certificate will now be delivered in the form you chose in the “Recipient” section(s) (Fax or Email).

Reprint/Resend Certificate

• Under the “Certificates” tab, click “Reprint/Resend Certificate”. This will show a list of all certificates previously issued for the insured.
• Click on the certificate, a pop-up window will prompt you to click “Reprint” or “Resend”. Click “Preview” to view the certificate before reprinting or resending.
  – If you click “Reprint” a pdf file will download which you can save to your desktop and reprint
  – If you click “Resend” it will direct you to the “Certificate Delivery” screen. Enter the appropriate recipient information and click “Submit”

Request Certificate

You may request to issue a new certificate if the appropriate template is not available.

• Under the “Certificates” tab, click “Request Certificate”.
• Enter the appropriate information for the certificate (named insured, holder, coverage, certificate, and delivery)
• You may attach a photo or any relevant document to the certificate
• Click “Request Cert” and the certificate request will be sent to your account representative to review.

Within the “Report Claims” tab you can report an Auto, General Liability, Property, or Other claim at any time – weekend and holidays included. You can also attach a photo or any relevant document directly to the claim.

Report Auto Claim

• Under “Claims” tab, click “Report Auto Claim”
• If you have more than one policy select the appropriate insured
• Select the vehicle you wish to report the claim on
• Confirm or update the information for the selected vehicle
• Enter the date of the incident and any other important information for the claim
• You may attach a photo or any relevant document to the claim
• Click “Submit”. The request will be sent to your account manager
• An email will be sent to you to confirm the request was sent

Report General Liability Claim

• Under “Claims” tab, click “Report General Liability Claim”
• If you have more than one policy select the appropriate insured
• Select the policy you wish to report the claim on
• Enter the date of the incident and any other important information for the claim (injured, property damaged, witnesses)
• You may attach a photo or any relevant document to the claim
• Click “Submit”. The request will be sent to your account manager
• An email will be sent to you to confirm the request was sent

Report Property Loss or Claim

• Under “Claims” tab, click “Report Property Loss or Claim”
• If you have more than one policy select the appropriate insured
• Select the location you wish to report the claim on
• Confirm or update the information for the selected location
• Enter the date of the incident and any other important information for the claim
• You may attach a photo or any relevant document to the claim
• Click “Submit”. The request will be sent to your account manager
• An email will be sent to you to confirm the request was sent

Report Other Loss or Claim

• Under “Claims” tab, click “Report Other Loss or Claim”
• If you have more than one policy select the appropriate insured
• Select the policy you wish to report the claim on
• Enter the date of the incident and any other important information for the claim
• You may attach a photo or any relevant document to the claim
• Click “Submit”. The request will be sent to your account manager
• An email will be sent to you to confirm the request was sent

Under the “Manage Vehicles” navigation tab, you are able to request to add, edit, and remove vehicles from your policy. You will also find a link to download your vehicle spreadsheet here.

Request to Add Vehicle

• Under “Manage Vehicles” tab, click “Request to Add Vehicle”.
• Enter the correct Effective Date.
• Enter the Year, Make, Model, VIN#, Cost New (value to be insured at), and any additional sections we should be aware of (i.e. driver, lien holder, etc.)
• At the bottom of the page, click “Submit Request”, and an email with the information will be sent to your Account Representative.

Request to Edit Vehicle

• Under “Manage Vehicles” tab, click “Request to Edit Vehicle”.
• Enter the correct Effective Date.
• Make any changes needed to the previously entered information.
• At the bottom of the page, click “Submit Request”, and an email with the information will be sent to your Account Representative.

Request to Remove Vehicle

• Under “Manage Vehicles” tab, click “Request to Remove Vehicle”.
• Enter the correct Effective Date.
• Select the vehicle you wish to remove.
• Enter the “Reason for Removal”.
• Click “Submit Request”, and the removal request will be emailed to your Account Representative.

Under the “Manage Drivers” navigation tab, you are able to request to add, edit and remove drivers from your policy. You will also find a link to download your driver spreadsheet.

Request to Add Driver

• Under “Manage Drivers”, click “Request to Add Driver”.
• Enter the correct Effective Date.
• Enter the Driver’s Name, Birth Date, Date Hired, License Number, State Licensed, and License Class.
• At the bottom of the page, click “Submit Request” and an email with the information will be sent to your Account Representative.

Request to Edit Driver

• Under “Manage Drivers”, click “Request to Edit Driver”.
• Select the driver to be edited.
• Enter the correct Effective Date.
• Make any changes needed to the previously entered information
• At the bottom of the page, click “Submit Request” and an email with the information will be sent to your Account Representative.

Request to Remove Driver

• Under “Manage Drivers”, click “Request to Remove Driver”.
• Select the driver you wish to remove by clicking on his or her name.
• Enter the “Reason for Removal”.
• Click “Submit Request,” and the removal request will be emailed to your Account Representative.

Under the “Manage Locations” navigation tab, you are able to request to add, edit, or remove locations from your policy.

Request to Add Location

• Under “Manage Locations”, click “Request to Add Location”.
• Enter the correct Effective Date.
• Enter the Address, City, State/Province, Postal Code and any additional sections we should be aware of (i.e. lien/mortgage holder, etc.)
• At the bottom of the page, click “Submit Request” and an email with the information will be sent to your Account Representative.

Request to Edit Location

• Under “Manage Locations”, click “Request to Edit Location”.
• Select the location to be edited.
• Enter the correct Effective Date.
• Make any changes needed to the previously entered information
• At the bottom of the page, click “Submit Request” and an email with the information will be sent to your Account Representative.

Request to Remove Location

• Under “Manage Locations”, click “Request to Remove Location”.
• Select the location you wish to remove.
• Enter the “Reason for Removal”.
• Click “Submit Request,” and the removal request will be emailed to your Account Representative.

• On the homepage, select “Request Liability Card”
• Click on any vehicle to issue a Liability Card. This will bring you to the “Confirm Information” page.
• Fill out the form as needed and then click “Submit Request”. An email will be sent to the recipient(s) with access to the liability card in two ways:
  – A pdf attachment that can be saved on your computer or smartphone to print or resend.
  – A link on your iOS device to save the liability card directly to your apple wallet.
  *Note: If there is no liability coverage on file for the vehicle you will not be able to carry out the request.