Client Access

Online Payment Portal

AppliedPay is a secure online payment portal that can be used to pay outstanding Cavignac invoices by credit card or ACH. There is a 3.5% fee automatically added to credit card payments and a $4 flat fee per ACH transaction.

Client Portal

Client Portal is a secure system that allows easy online access for viewing your specific insurance policies, endorsements, and renewal certificates.

Share File

ShareFile is a secure system that allows easy online access for viewing your specific insurance policies, endorsements, and renewal certificates.

File a Claim

Below you’ll find information on how to file an insurance claim for your specific policy type. Cavignac experts are here to help. We can provide hands-on guidance and support throughout the claims process, or simply monitor the process with your best interest in mind.

If at any point during the claims process you have questions or concerns, please contact us. Our job is to make sure each of your claims is handled correctly and efficiently by your carrier.

Automobile Claims

All auto-related incidents should be reported to us promptly. We recommend that you complete our Auto Accident Report form. Keep a copy of this form in every vehicle and make employees aware of the importance of completing it in a timely manner.

Click here for a checklist of steps to take in the event of an auto accident.

Helpful forms:

DMV Accident Form SR1A

Property Claims

All property accidents and/or damage should be reported promptly. Prompt reporting will expedite claims. Please use our Claim Notification Form to notify us.

Click here for a checklist of steps to take in the event of a property accident and/or damage.

Liability Claims

All general liability accidents should be reported promptly, even if the affected party makes assurances that he/she is uninjured and will not take action. Please use our Claim Notification Form to notify us. In the event you become aware of a circumstance that may give rise to a claim, please discuss it with us as soon as possible.

Click here for a checklist of what to do in the event of a liability claim.

Workers’ Compensation Claims

The state of California requires employers to report any injury that requires medical treatment beyond first aid or results in lost time from work within 5 days. However, the more quickly companies report workplace injuries to their insurance company, the greater the likelihood of a quick and cost-effective claim resolution. Click here for a checklist of steps to take in the event of a workers’ compensation claim.

Helpful forms:


Report all serious injuries to the nearest CalOSHA office. A directory can be found here.

Follow the steps outlined in the Emergency Response Procedure.

Provide First Aid care onsite or through a clinic whenever possible. A list of onsite first aid providers can be found here in our Claim Reporting Phone Numbers list.

Provide modified duty to injured employees so they may recover on the job whenever possible.

If your injured employee must take a leave of absence to recover, stay in regular communication with them, Cavignac, and the claims adjuster. Regular communication with the parties will ensure everyone understands the process and agrees on the plan of action. This will increase the likelihood of a full recovery and positive claim resolution.

SuretyPRO System

Access to your secure web-based financial modeling, benchmarking and prequalification management tool.

Zywave

Zywave provides professionals with a wide range of tools and solutions to effectively streamline operations, enhance employee engagement, and drive business growth by focusing on people risk.

ThinkHR

ThinkHR combines the best in live advisor expertise with innovative technology and instructional content to help organizations address people risks.

TotalRISK Control Center

A comprehensive Risk Management platform, powered by KPA, with access to safety & HR trainings, COI management, incident tracking capabilities, and a robust Risk Management library.

SUCCEED

A comprehensive Risk Management platform with access to safety & HR trainings, COI management, incident tracking capabilities, and a robust Risk Management library.

Forms Library

Need a partner you can trust to protect your business?