Your client portal will be designed to match your website, allowing you to keep the customer experience consistent with your other brand touchpoints. All fields can be set up in the way you want, with secure access from any device to customers’ policy portfolios and other key information, such as renewals, claims, policies, quotes, broker contact details, and more.

The portal can also be used to present customers with information, such as articles, videos, whitepapers, and other marketing materials. You can then easily track user activity and create dialogue between customers and brokers to uncover their areas of interest, so that your team can grow the account through cross- and up-sell opportunities.