Introducing a new consumer-facing online portal solution for insurance brokerages. Provide your customers with 24/7 online account access and self-service options.
Custom Software’s I-Client Customer Online Portal module is available to brokers using The Broker's Workstation (TBW). It is fully integrated and leverages TBW's powerful automation and customer relationship management tools.
Features and benefits:
The Customer Online Portal provides a broker's clients 24/7 online access, from any device, to their brokerage accounts. The portal integrates seamlessly with the broker's existing website.
Create an account from the broker's website
View active/expired policies for Home and Auto
View Insurance Documents
Print Pink Cards
View people associated with their account
View claims information
Easily contact their broker to request changes
Prior to account authorization, users can create a quote for Home, Tenant, Condo, and Auto (if using the Online Quoting module)
Create accounts for users from TBW, assign client folders, and invite users to sign up and access their accounts
Authorize folders from TBW for accounts created online by users
It is a web application that works on desktops, tablets, and mobile devices.
Each broker's portal is customizable and brands easily to support the broker's corporate identity. We work with the broker initially to set up the portal, and further customization is done through online admin tools.
The online portal is designed to meet changing consumer demands, empower users with self-service options, and ensure brokers stay competitive.