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Client Resources


Streamlining Processes and Providing Knowledge for What’s Important

IBTX provides our clients easy access to resources that create a better customer experience. Whether you are interested in learning more about insurance and risk management strategies or need to report a claim, the tools listed below are available around the clock to support your business.


Online Payment Options

Credit Card Authorization Link

IBTX is making payments by credit cards easier. Pay IBTX online using our secure credit card authorization portal.

*Please note that fees apply, and this process does not pay directly to a carrier*

Credit Card Payment

Secure Virtual Check

IBTX is making payments by check easier. Pay by check online using our Secure Virtual Portal.

Access Portal



Agency Resource Library

Property & Casualty

Digital Request Forms

Need to request a certificate or file a change request? We’ve got you covered with our easy, digital Property & Casualty request forms.

Change Request Form Certificate Request Form

Report A Claim

You can also contact an IBTX claims representative to report a claim or ask any questions regarding claims. Use the contact information below or download a PDF form to continue.

Phone: (866) 883-9995
Fax: (866) 883-9996

Property Claim General Liability Auto Claim WC Injury



Employee Health & Benefits

Employee Navigator

Online Benefits Administration System with the ability to support employee benefits management and online enrollment options, ACA tracking, COBRA management, Enrollment Feeds, PTO Tracking, New Hire Onboarding, General HR Management, and Payroll Integrations for companies of all sizes. As your broker, IBTX can help you determine which functions will best support you and your staff so they can focus on doing what they do best!

Login Here Access the Navigator Training Video Here

Benefits Claim Form

Need to contact an IBTX benefits claims representative to report a claim or ask any questions regarding claims? Use our simple claims information form to get started.

IBTX Benefits Claim Form




IBTX Automated Bonding Portal

Powered by our partners at Propeller, IBTX has automated the process of securing a surety bond electronically. A full selection of bonds in the state of Texas is easily accessible from IBTX’s Automated Bonding Portal. With no hassle, no delays, and an easy payment process, this is a low-touch, simple alternative to traditional bonding.

Automated Surety Bonding Portal

Request a Bond

Need to request a specific bond from our team? Use one of our digital bond request forms below to quickly submit your information so we can begin processing.

Bid Bond Request Payment and Performance Bond Request Maintenance Bond Request



Digital Risk Solutions

Succeed Management Solutions

IBTX’s comprehensive risk management center allows client to pull pre-built policies, procedures, and training documents as well as an online training platform. Includes certificate of insurance tracking capabilities.

Access Portal  Watch Demo

Client Self-Service Portal

Login to IBTX’s 24/7 client portal, which provides you access to carrier information, policy forms, ID cards, IBTX company information, safety and human resource documents, online resources, and more.

Self-Service Portal Hub


IBTX and our partners at iSolved provide a leading human capital management software solution that once and for all truly integrates all your workforce management processes – tracking time and attendance, HR, payroll and benefits in one system.

iSolved Portal





“The folks at IBTX have done a wonderful job for us here at SAOCO throughout this past year. IBTX has met all of our expectations with regards to HR, Safety and Worker Compensation Coverage and Support this year. Thank you for the support in turning around our old, somewhat effective, HR program into a more productive, efficient and employee supported system.”

San Antonio Packing Co.