Client Portal

A client who has to call the office for a copy of their policy is a client who feels like a file number. We build the portal that gives clients direct, secure access to their own information.

What we build

• Secure client login: Clients access their own policies, plans, and documents directly.
• Document access: Statements, declarations pages, and plan summaries available on demand.
• Request routing: Client requests routed to the right team member automatically.
• Secure messaging: Clients message their advisor directly through the portal, not unsecured email.

Implementation scope

The portal connects to policy management and planning, so clients always see current, accurate information.