A secure self-service website or app where policyholders can view coverage, request certificates, make payments and access documents.
Client / Insured Portal
A secure self-service website or app where policyholders can view coverage, request certificates, make payments and access documents.
A client portal (or insured portal) is a secure, self-service interface an agency gives its clients to handle routine tasks without calling the office. It is a growing expectation as buyers compare agency service to direct-writer apps.
Common capabilities include:
- Viewing policies and ID cards, and downloading documents,
- Requesting certificates of insurance,
- Making payments and viewing billing, and
- Reporting or checking claims.
Portals reduce inbound service calls, improve responsiveness and can strengthen retention. Examples tied to the major systems include Applied CSR24; standalone portal and client-experience tools also exist. Because it exposes policy data online, portal security and its connection to the underlying agency management system are important considerations.