Tools and Resources

Marshall+Sterling 24/7.

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Self-service tools for
our valued customers.

Manage your own services through our self service tools. Account self-service allows Marshall+Sterling customers to make payments, file claims, create checklists, and more. Get started on your self-service experience by reviewing the options at this help center. Our goal is to increase customer satisfaction by giving you information to quickly resolve your questions.

Business and Personal Insurance

Take a Defensive Driving Course
Plan for Disasters
Client Toolkit
Red Cross
U.S. Government Disaster Preparedness
Weather.gov
Occupational Safety and Health Administration
 

Employee Health and Benefits

Mineral HR Resources
MSEB Flex
SHRM Research Foundation
New York Sexual Harassment Resources
Client Toolkit

Equine, Farm and Liability Insurance

Equine Mortality Application
Justification of Value (Show/Training Records)
Statement of Condition
Veterinary Progress Report
Veterinary Certificate for Horses

Retirement and Wealth

Estate Planning
Retirement Vault
MSWA Relationship Summary
Fidelity Investments
LPL Financial