CLIENT PORTAL

Give your end clients the ability to access and manage their information themselves, as well as the ability to request documents anytime

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.

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Why 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

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