Client Toolkit

Welcome to a whole new way of working — the Client ToolKit is your personalized web site that allows commercial clients to effortlessly click, connect, and communicate with Marshall and 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 & 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, Risk Management...
  • Human Resource assistance to enhance the overall insurance program.
  • Benchmark Surveys & Statistics, Compliance & Plan Designs
  • Legislative Guides -Complete guides include COBRA, HIPAA, FMLA...

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Trouble accessing the Client Portal? Request a New Password or Retrieve your Username
Please note... the Client ToolKit is available only to commercial insurance clients. Click here to request your client log-on information.