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.
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:
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:
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:
Client Cloud Informational Sheet