Request a demo

Client Self-Service Portal

Deliver 24/7 expert guidance to your clients

Going above and beyond for your clients

Simply put your clients expect more than just an insurance policy from you. How your clients operate continues to change which leads to the need for more resources. Are you providing these resources in a centralized and modernized platform?

Don’t just meet the needs of your clients, exceed their expectations with a client portal that provides them everything they need in one place.

Client Self-Service Portal

Key Features

On-Demand Resources

Put more time back in your day by allowing your clients to self-serve and find the answers and information with on-demand resources specific to topics like:

  • Discipline & Termination
  • Forms & Policies
  • Human Resources
  • Risk Management
  • Safety & Wellness

Attorney Backed Resources

Whatever your clients need help with, feel confident with the resources within the Client Portal all backed by a team of attorneys and updated often with resources including:

  • ACA
  • OSHA

Customizable Management

The Client Portal is built within an intuitive and easy to use platform that allows you to customize the portal experience for each of your clients with:

  • Easy management that allows you to customize what tools and resources each client has access to
  • Quick activation for your entire book of business or the ability to create portals for specific clients
  • The ability to build your brand and showcase your value by adding your logo and color scheme to the client portal


Learn more about the training and education solutions you can provide your clients

Client Cloud Informational Sheet

Ready to Raise the Bar Around Employee Education and Training?