COMING SOON 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.

  • Clients can:
    • 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

  • Brokers can:
    • 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.

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