Client Portal

Provide clients a clear view of their protection

A central dashboard that keeps clients informed, engaged, and always one click away from you.

A central dashboard for a client's whole protection portfolio.

Keeps clients informed and engaged between reviews, not just at renewal.

Always one click away from you, their agent.

Confirms engagement, so you know clients are reviewing their coverage.

Centralized platform

Important insurance portfolio data and tools

Critical information, engagement drives insurance portfolio discussions

Keep clients informed with every policy and protection need in one clear, organized view.

Provides ongoing analysis as a client's needs change over time.

Portal access confirms client engagement, so you'll know clients are reviewing their coverage.

Private, easy sign-in from any device, with no friction between a client and their plan.

Good for both sides of the relationship

For clients: one trusted place to understand what they're protected against.

For clients: a reason to stay engaged between reviews, not just at renewal.

For agents: proof of engagement and a signal when it's time to reach out.

For agents: attentiveness that clients can feel — the foundation of retention and referrals.

How it works

Send a secure invitation from your workspace — setup takes minutes, not meetings.

Clients explore their portfolio and see a clear analysis of where they stand.

Engagement signals tell you when to reach out — with a conversation that's already relevant.

See it live

Join our daily group demo at 5:00 PM to see the Client Portal in action.