Account Resources

Login to Client Connect, your customized portal for insurance resources. You will have access to account information and contact information for both your Account Management team and the insurance companies. 

 

Ways to use Client Connect:

CERTIFICATES

The certificate issuance option allows you to produce standard certificates of insurance and to re-download previously issued certificates.

DOCUMENTS

Simplified access to your current policy documents and recently processed changes.
 

CARRIER RESOURCES

Access to your benefits programs through carrier websites.

 

FILE SHARING

Access, collaborate and securely share documents with our team at M&T.
 
 

COMMUNICATIONS

Stay up to date with recent articles and videos with quick access to our Resources & Insights content hub.
 

For Employee Benefits Clients:

EMPLOYEE NAVIGATOR

Enroll new hires, compare and select plans, monitor employee enrollment status and deadlines, manage contribution levels, review customizable reports and more.
 
 

BENEFITS RESOURCES

Access HR resources for you and your team. Download and share content including general benefits insights, compliance, legislative changes and tools for your employees. Brought to you by Zywave, a leading provider of insurance technology.

Questions? Reach out to your dedicated service team member or call us at 1-800-716-8314.

Insurance Products offered are: NOT FDIC Insured • Not a deposit in, obligation of, nor insured by any federal government agency • Not guaranteed or underwritten by the bank • Not a condition to the provisions or terms of any banking service or activity.
Insurance products are offered by M&T Insurance Agency, Inc., not by M&T Bank. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.