Client Portal​

The Client Portal is accessible by clients at with assigned credentials. Upon sign-in, they’ll be automatically directed to the dashboard.

The menu on the left allows them to access their account information, your agency contact information, and an option to exit and log out.

The tab options include Information, Policies, Payment History, ID Card(s), and Certificate of Insurance.

The Information tab displays first and second insured information, including email addresses and phone numbers.

Want to learn more about this feature? Schedule a free demo today!