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*
Secure Virtual Check
IBTX is making payments by check easier. Pay by check online using our Secure Virtual 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.
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
Employee Health & Benefits
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!
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 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.
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.
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.
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.
“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.”