Client Portal
Giving your clients the power to access their data 24/7
For many of your clients, the reality is when they need help with their insurance, it's not within standard business hours. With the Client Portal, clients are able to get what they need when they need it, such as getting a Confirmation of Insurance immediately, checking policy coverage, or even lodge a claim on the spot. With the Client Portal, business hours never need to be a limiting factor ever again.
CONTACT USWhy choose Client Portal
View profile, quotes, policies & claims
Manage client profile & contact details
View & distribute invoices & documents
Issue confirmation of insurance certificate
Request quote
Lodge claim notification
Other Products
Professional software applications to meet your business needs
ADVISER
Allows for the right balance between compliance requirements and a fast, efficient process to manage the full lifecycle of a client's portfolio
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ONLINE QUOTING
Give your members the ability to easily allow their clients to purchase products directly, with the same compliance confidence as Adviser and the convenience of records directly integrating into the system
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