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CLIENT AND MARKET TECHNOLOGIES

MarshConnect Documents

Convenient Access To Your Placement Files

 

Challenge

  • Do you rely on email to find important files?
  • Do you have a single place to reliably find placement documentation?
  • Are you looking at the most current version of the file you need?

Solution: MarshConnect Documents

The Marsh Portal provides easy, convenient access to a comprehensive repository of account-ready documents generated in Marsh’s account servicing and placement process. These files are stored on Marsh’s document management system of record that enables reliable 24/7 online access to the latest version of the files you need.

Features

  • Online Access: View or download account-ready documents generated by the Marsh servicing process.
  • Powerful Search: The ability to search by line of business, carrier, date, creator, or document type and subtype.
  • Latest File Version: The most current file version is always displayed.
  • Team Charts: Lists each member's role and contact information.
  • Invoices: Account statements and invoices are displayed as created by the billing system in a separate view so you can restrict access as needed.