Client portal for insurance brokers and brokerage firms
Your policyholders call for certificates, claim progress or renewal notices — requests an online space handles without mobilising a handler. The portal exposes to each policyholder their policies and files, and nothing else.
In your day-to-day
- 01
Policyholders download certificates and policy documents themselves, up to date, without calling the firm.
- 02
Claim progress tracking: current stage, documents awaited, key dates — the policyholder stops calling to find out.
- 03
Claim documents (photos, invoices, repair estimates) deposited directly into the relevant file.
A typical scenario
2,500 policyholders in this typical firm, and an unshakeable number-one reason to call: the certificate. Number two: “where is my claim?”. Number three: “how much am I paying, again?”.
- 01
In early September, the school-certificate wave serves itself: every parent downloads theirs whenever suits them, including at 9 PM the night before term starts.
- 02
A policyholder checks his renewal notices and direct-debit schedule in his space, instead of calling the firm’s accounts desk to reconcile two amounts.
- 03
At renewal time, he finds all his policies — across every insurer — in one place, with the firm as single point of contact: the overall view neither an insurer’s app nor a comparison site can offer.
What changes
The switchboard empties of mechanical requests, and the portal makes tangible what justifies a broker: being the one place that holds the policyholder’s entire protection.
Order of magnitude
Working assumptions
- →2,500 policyholders
- →roughly one document or factual request per policyholder per year
- →an average of 4 minutes’ handling per request
In the region of 200 requests a month absorbed by the portal — nearly 14 handling hours monthly, concentrated on the back-to-school and renewal peaks, precisely when the team saturates. An estimate, before any knock-on effect.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Quote requests arrive at all hours, and the prospect signs with the broker who answers first with a credible comparison of covers.
- →
Unpaid premiums slide towards formal notice and suspension of cover — and the broker carries the relationship when the policyholder discovers they are no longer covered.
- →
A claim with no news from the insurer for three weeks means a policyholder calling the firm — not the insurer.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Policyholders already have their insurer’s app — what is the broker portal for?+
The insurer’s app shows one policy; your portal shows the relationship: all the policyholder’s policies, across all insurers, with the firm as the single point of contact. That is precisely the value of brokerage — the overall view — made visible.
Can a policyholder see another’s data, or our insurer agreements?+
Never: each account reaches only its own policies and claims, and nothing of the firm’s internal machinery — commissions, brokerage agreements — is exposed. Every view is logged.
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