10.08.2017 to 22.08.2017
at P3

Insurance Client Portal

This digital, mobile-friendly platform allows insurance companies
and advisors to leverage “robo” technologies to deliver their clients
a superior insurance online experience.

Available with the InsuranceElementsTM suite, as part of our
Equisoft Composite solution or as a separate module.




Improve customer engagement with a true transactional online presence

The Equisoft Insurance Client Portal is a secure, client-facing robo-solution that provides policy owners with a suite of online tools to view and manage their policies. This platform also automates many of the time-consuming prospecting, data capture, onboarding and servicing tasks usually performed by servicing agents and support staff.

In today’s world, engaging with your customers across channels is key to attracting and retaining Millennial clients. Our insurance Client Portal offers that capability by enabling direct-to-consumer sales and by allowing brokers and distributors to interact with their clients using collaborative tools to help them during their online journey.  

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Key benefits for your business


Enhance client experience Choose from a totally digital solution to full advisory service, and anything in between

Enhance the overall value proposition in an environment of increasing fee sensitivity.

Increase productivity Meet specific business needs using fully configurable and customizable white-label technology.

Cover the full range of products, including life, health and annuities.  

Supports group sponsors and employers as well as employees for group, worksite, and other independent channels.

Increase productivity & improve operational efficiency Automate/digitalize many labor-intensive, paper-based and time-consuming tasks

Find more time to build client relationships and grow your business.

Support advisory network with a flexible, comprehensive and user-friendly tool, while allowing policyholders to interact online with you.

Expand into new markets Leverage cutting-edge robo-technology to penetrate new markets.

Position your business for future growth by targeting Millennials.

Uncover new opportunities by promoting online presence.

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Ideal for human/robo hybrid distribution channel offerings

The InsuranceElements Client Portal module enables a seamless transition from simple product sold online to more complex insurance and annuity sales and vice versa. You decide on the customer experience and level of automation you want to provide. The flexibility offered by the Client Portal’s configurability gives you total control.

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A complete user experience

Many of today’s robo-solutions are limited to performing client assessment and application capture. The InsuranceElements Client Portal goes beyond that with a workflow that meets online insurance best practices that can include:

Client/prospect data capture (e.g. contact information, assets and liabilities, incomes and expenses)

Client Assessment (net worth, cash flow, investor profiling, KYC – Know Your Client)

Application Capture

Servicing and policy view

Digital Reporting

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Got questions or want to request a demo?

Whether you have inquiries about insurance, wealth management or data migration, whether you are around the block or on the other side of the world, please fill in the form and we’ll get back to you promptly.

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Read our Robo-Advisor white paper

This Equisoft report entitled “Invasion of the Robo-Advisor: Is the Threat Real?” takes a closer look at the Robo-Advisor phenomenon and outlines key threats and opportunities.


Discover Equisoft InsuranceElements


Download InsuranceElements factsheet


Seeking digital transformation with minimal risk and maximum flexibility?