The SERV customer portal at a glance
The SERV customer portal is your digital entry into the world of export insurance. This is where you will structure your projects, submit applications for SERV insurance products and obtain targeted support for your transaction.
Do you already know the framework conditions for the project or have a draft of the export contract? If so, you’re in the right place. You can enter data and obtain direct advice for a specific case in the SERV customer portal.
Would you like to know how much the premium would be for your project or product? Use our premium simulator and calculate your insurance premium in a few steps.
Getting started in the SERV customer portal – from registration to application submission
Our explanatory videos guide you step by step as you get started with the new customer portal – from initial registration to setting up your profile and submitting your insurance application. They will help you quickly get the hang of the portal and efficiently manage your SERV transactions.
The following 3-minute videos will show you:
- how to register as a new customer,
- how to create your profile and register your company in the portal (onboarding),
- how to invite colleagues to work with you,
- how to enter your export transactions and how export companies and financial institutions work together in the portal,
- how to finally submit your application,
- and create a change request.
We start looking at your export transaction as soon as you have entered it. This means the customer portal is not suitable for trying things out. To get a premium estimate, please use our premium simulator.
After you submit the application, our customer advisors will take a close look at your export transaction and the products you are applying for. The amount of time this takes may vary depending on the case. If we have any questions, we will get back to you. Once your application has been fully reviewed, the policy will be created and you will be notified immediately.
Explanatory videos for getting started in the SERV customer portal
Learn how to register as a new customer in the SERV customer portal step by step. You need a business e-mail address, your mobile phone and an authenticator app on your mobile phone for this.
After registering, you enter your personal details and initial information about your company. This video shows you how to set up your profile correctly.
Finally, you enter the company data. Learn what data and documents you need for this, such as the signed onboarding form (download in the portal) and a current excerpt from the commercial register.
Work in the customer portal in a team. Invite colleagues to work with you so they can easily log in and collaborate on projects and applications. This video shows you how to assign permissions and send invitations.
Are you planning an export transaction, which you would like to insure? This video shows you step by step how to enter your project in the portal and select the appropriate insurance products.
When the project and products have been entered, you can submit the application directly. Download the application from the portal and upload it again with a physical signature. We will check all the data and contact you if we still have questions.
Has anything changed in your export transaction? Would you like to extend your insurance commitment in principle or convert it into an insurance policy? Learn how to easily change existing applications. Whether it’s a change, extension or conversion, this is how to create and submit your change request step by step.
Additional Information
SERV processes all transactions directly. However, complex or high-value insurance applications may require Insurance Committee approval. The Insurance Committee generally meets every three weeks to approve transactions.
Questions? Contact:
Large Enterprises, SMEs & Acquisition
