Pitch mockup — wireframe of a client portal concept. All names, policies, and balances below are sample data, not a real client.

Policy & claim status

A snapshot of everything active on your account.

Auto Policy — #PG-AU-48213

Renewal Due

2022 Honda CR-V · Full coverage

Renews Aug 3, 2026 · Premium $184.22/mo

Homeowners Policy — #PG-HO-10945

Active

Primary residence · El Cajon, CA

Renews Jan 14, 2027 · Premium $96.40/mo

Claim — #CLM-7729

Under Review

Windshield damage, filed Jul 2, 2026

Adjuster assigned · Est. response 3–5 business days

July Premium Payment

Paid

$184.22 — Auto policy

Paid Jul 3, 2026 via autopay

August Premium Payment

Scheduled

$184.22 — Auto policy

Scheduled for Aug 3, 2026

Prior Balance

Overdue

$42.00 — late fee, Jun cycle

7 days overdue · pay to avoid lapse

Document library

Policy documents, certificates, and claim paperwork, all in one place.

DocumentTypeDate
Auto Policy Declarations
Policy DocJul 3, 2026 View
Homeowners Declarations Page
Policy DocJan 14, 2026 View
Proof of Insurance — Auto ID Card
CertificateJul 3, 2026 View
Payment Authorization Form
Signed via SignWellJun 28, 2026 View
Claim #CLM-7729 — Photos & Estimate
ClaimJul 2, 2026 View

Payments

Pay a premium, manage autopay, and download past receipts.

Next payment due

$184.22
Auto policy · due Aug 3, 2026 · autopay scheduled

Payment method

Visa •••• 4471Default · Autopay
Bank account •••• 0092Backup

Billing history

DateDescriptionAmount
Jul 3, 2026Auto premium — autopay$184.22Receipt
Jun 3, 2026Auto premium — autopay$184.22Receipt
Jan 14, 2026Homeowners premium — card$96.40Receipt

Signatures

Documents sent for e-signature through our SignWell integration.

Powered by SignWell
Awaiting Signature

Auto Renewal — Payment Authorization

Prestige Guard sent this document for your signature ahead of your Aug 3 renewal. This embeds directly in your portal via SignWell.

  • Payment Authorization Form — signedCompleted Jun 28, 2026
  • Homeowners Renewal Acknowledgment — signedCompleted Jan 10, 2026