Home  /  Client Toolkit

Welcome to a whole new way of working. The Client Toolkit is your personalized website that allows commercial clients to effortlessly click, connect, and communicate with Marshall+Sterling. It’s designed to offer you time-saving tools and resources that build convenience into managing your everyday work tasks. Whether you want to collaborate with Marshall+Sterling online, quickly access timely news, safety information, human resource information, training and other resources, or connect with over 100,000 peers in your industry, this valuable Client Toolkit has it all.

As a client, we want you to have easy access to the information and resources you need to stay protected. Marshall+Sterling provides our clients with the tools every start-up business needs:

  • Customized employee manuals
  • Ready-to-print newsletters
  • Downloadable articles, brochures, forms, and reports
  • OSHA reports and analysis
  • Collaboration center allows users to manage team projects
  • Access to a vast and knowledgeable network of colleagues from across the country
  • Community topics include compensation, employee relations, HR development, management topics, recruitment, and risk management
  • Human resource assistance to enhance the overall insurance program
  • Benchmark surveys and statistics, compliance and plan designs
  • Legislative guides: Complete guides include COBRA, HIPAA, and FMLA

Want to Access the Toolkit?

Login to the Marshall+Sterling Client Toolkit.

Are You New to the System?

If you are a new client or have new employees who need access, please register.

Need Some Help?

If you are having trouble accessing the Client Portal, please use one of these links.

Note

The Marshall+Sterling Client Toolkit is only available 
to our commercial insurance clients.