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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


Interactive Agency Resources

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, online resources and more.

Self-Service Portal

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

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

Property Change Request

Use the form below to request a change of Property through our insurance service team.

Property Change Request Form


Client Online Solutions

IBTX Online

Visit IBTX Online to access a database of educational resources covering our full range of solutions and services.

IBTX Online Portal

IBTX North American Construction Opportunities Initiative

Visit your personal IBTX online bidding opportunities portal for updated North American bidding reports.

North American Bidding’s Login

Succeed Management Solutions

IBTX’s complete risk management service center. Includes Certificate of Insurance tracking to manage tenant, supplier, vendor and sub certificates of insurance.

Access Portal  Watch Demo



Franchisees for Success

Interested in what the Franchisees for Success program could bring to your franchise? Fill out our webform and we will see what solutions IBTX can bring to you.

Franchisees Request Form

Angel Capital Association D&O Application Process

Interested in applying for the Angel Capital Association personalized Directors and Officers program? Fill out the form below, and submit to receive your quote.

Application Coming Soon!  Secure Submission Link



“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.