Detailed Policy Summaries and Coverage Information
Give customers up-to-date information like cash value, payment requirements, and more.
Our agent and customer portal reduces service calls, improves agent and customer satisfaction, and delivers a modern user experience that matches your standards.
Give customers up-to-date information like cash value, payment requirements, and more.
Paper change request forms by mail or fax, and calls to your office won’t be necessary.
Customers can securely access and download the policy info and contracts you send them.
No more calls or faxes, advisors can access updates from underwriters or managers in real time.
Maximize client retention and enable better service with messages to agents based on your workflow.
Agents can get commissions & compensations info, and you can get performance reports.
Remove the need to take your team away from more important tasks. Our portal provides policy holders and agents the ability to self-service changes to addresses, beneficiaries, and payment details.
Safely allow customers, agents, their assistants, and admins access to the portal with permissions that control activity based on needs.
Securely and easily plug into additional integration layers with the portal’s rest API architecture, we provide all the documentation you need.
50%
Reduction in Service Calls
60+
Insurance Specialized API Methods
24/7
Remote Access to Contracts
All fields required*