Help customers and increase your efficiency at the same time! With your agency’s Client Portal, insured customers have access to policy documents, certificates of insurance and payment history. They can view coverages, print & share documents whenever they choose.
Gives insured customers access to policy documents, certificates of insurance and much more.
Increase Your Efficiency
Spend more time on important things and less time on general service requests.
Customers can get what they need 24/7/365 without making phone calls or waiting around.
Your agency is available around the clock and available to help.
Want to learn more about this feature? Schedule a free demo today!