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Self-service tools for
our valued clients.

Manage your own services through our self service tools. Account self-service allows Marshall+Sterling clients to make payments, file claims, create checklists, and more. Get started on your self-service experience by reviewing the options at this help center. Our goal is to increase client satisfaction by giving you information to quickly resolve your questions.

Business and Personal Insurance

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Take a Defensive Driving Course
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Plan for Disasters
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Red Cross
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U.S. Government Disaster Preparedness
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Weather.gov
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Occupational Safety and Health Administration
 

Employee Health and Benefits

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Mineral HR Resources
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MSEB Flex
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SHRM Research Foundation
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New York Sexual Harassment Resources
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Form 1095-C for Marshall+Sterling Employees

Equine, Farm and Liability Insurance

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Equine Mortality Application
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Justification of Value (Show/Training Records)
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Statement of Condition
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Veterinary Progress Report
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Veterinary Certificate for Horses

Retirement and Wealth

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Estate Planning
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Retirement Vault
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MSWA Relationship Summary
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Fidelity Investments
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LPL Financial