Client Services

Policy/contract owners and those representing a trust or corporation can set up accounts and view policy/contract details after logging in. Beneficiaries, insured, payors, and other relationship types cannot register. If you are a policy/contract owner and experience issues, please reach out to our client services center at 1-800-523-0650, Monday - Friday 8:30 a.m. - 6 p.m. ET.

Note: Some accounts may require an additional form before registering.

Note: An active policy and policy number are required for online access. To avoid login errors, please do not use autofill or password generators. We strongly advise using personal contact information rather than business details.

There are a few reasons why you may not be able to log in to your Penn Mutual online account:

• System maintenance is occurring - A message will be displayed indicating that the system is currently unavailable due to maintenance and request you to revisit the login page later.
• Using an outdated or unsupported web browser – Please try accessing your account from a different web browser.

If you continue to experience issues, please reach out to our client services center at 1-800-523-0650, Monday - Friday 8:30 a.m. - 6 p.m. ET.

If you no longer have access to the email account you used to set up your Penn Mutual account, you will need to call Customer Service at 1-800-523-0650, Monday - Friday 8:30 a.m. - 6 p.m. ET to have your account updated.

Note: To avoid login errors, please do not use autofill or password generators. We strongly advise using personal contact information rather than business details.

To change your password, log in to your account. Click on  at the top right of the homepage. From there, select “Change Password” from the drop-down menu to update your password.

Some mobile devices may not display the full layout of the client portal. To ensure complete visibility, you'll need to use the desktop version of the site.

To edit your address, log in to your account. Click on  at the top right of the homepage and select “Personal Information” from the drop-down menu to update your address.

To make a payment, log in to your account. Click on the policy you'd like to make a payment on. From there, click on “Premium and Billing,” then select “Pay Now.” Follow prompts to make a payment.

Please be aware that a regular premium payment can be made up to 25 days before the policy payment is due on policies other than Universal Life policies, which can be paid at any time.

We accept the following payment methods for policy payments:

• Initial New Business Payments: Automated Clearing House (ACH), credit card, or debit card (Visa or Mastercard accepted; limits apply.)
• Loan Repayments, Paid-up Addition Payments (PUAs), and Premium Payments: Automated Clearing House (ACH)

To edit payment information, log in to your account. Click on  at the top right of the homepage and select “Payment Methods” to edit the saved information.

Important: Online payment information is for one-time payments only, and this will not update automatic monthly Penn Check payments.

To sign up for auto pay, log in to your account. Click on the policy or contract you want to view to go to the policy page. Click on “📄Download Forms” to download a Penn Check Plan form. Submit as indicated on the form.

Yes, you can change the bank account used for Penn Mutual's auto pay program, Penn Check. Any changes to the banking information on file will require a new Penn Check Plan form.

Log in to your account and select the policy or contract you want to view to access the policy page. From there, click “📄Download Forms” located near the top right of the policy page to download a Penn Check Plan form. Submit as indicated on the form. 

Your bill can be found in the Correspondence section on the homepage that appears after you log in to your account or at the bottom right side of the policy page that appears after selecting your policy.

• From the homepage, click on the box that says “Correspondence” to view more documents and information.
• From the policy page, click on the eye icon 👁️next to the ”Correspondence Section” at the bottom right of the page to view more documents and information.

Please note that not all policy documents are available online at this time. If the policy pages are available online, the document can be found in the Correspondence section.

The Correspondence section can be found at the top right of the homepage that appears after you log in to your account or at the bottom right of the policy page, which appears after selecting your policy. If the policy documents are not available online, please contact your financial professional or our client services center at 1-800-523-0650 for assistance.

To view recent payments or transactions, log in to your account. Click on the policy or contract you want to view to enter the policy page. Click the eye icon 👁️ at the bottom left of the page next to “Recent Transactions" for details.

To print recent transactions or transaction history, log in to your account. Click on the policy or contract you want to view to access the policy page.

• Go to the “Recent Transactions” section, located at the bottom left side of the page.
• Click on the eye icon 👁️ at the bottom left of the page, next to “Recent Transactions“ for details.
• Select the filter dropdown  menu to sort by transaction type.
• Select the printer icon 🖨️ at the top right of the page to print.

Some policies are eligible for beneficiary self-service; others will require a form to be submitted.

Self-service option: Log in to your account. Click on the policy or contract you want to view to access the policy page. Click the iconlocated at the top right of the policy page. The online beneficiary form will populate to allow for changes if the policy is eligible for self-service.

Note: If the policy is not eligible for a self-service beneficiary change, a form is required. Click the “📄Download Forms” icon on the policy page to download a beneficiary form. Submit as indicated on the form.

To request a loan on your policy, log in to your account. Click on the policy or contract you want to view to access the policy page.

Click on “📄Download Forms” below the beneficiary section, which is located on the right side of the policy page, to download a loan form and follow the form instructions to submit a request. Please note that fixed and variable policy types will use different forms. The loan form must match the policy type for processing.