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.
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.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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