Client portal for insurance brokers, made simple.
Portalstack is a client portal solution for modern insurance brokers looking to differentiate from their competitors by providing their clients with a digital experience.
No credit card required
Systemize your insurance brokerage with our client portal, so you can spend more time on work that matters.
Clients pay you for your expertise, business advice and insurance brokerage services, not for non-value-added admin work such as chasing documents or trawling through email inboxes to find information.
Any of this strikes a chord?
The insurance industry has a reputation for being allergic to tech. I want to stand out from my competitors.
A lot of my clients are business owners who recently took over the family business, so they’re mostly digital natives – the fact that I’m sending them PDFs and paper forms to fill out is somewhat embarrassing.
Also, these days businesses are a lot more dynamic – products and services, business activities and business models change frequently. So, it’s important that changes in underwriting information can be easily captured.
Frankly, I need a client portal solution so that my clients can perform things like upload claim docs, update underwriting info, or be able to access their insurance documents 24/7 without having to email me.
Benefits of digitizing your insurance brokerage with a modern client portal
Win and retain more clients
Differentiate your business by delivering your clients an integrated digital experience.
A faster way to collect client information
Make collecting data, content, documents and signatures from clients stress-free.
Reduce email back and forth
Centralize client communication and minimize the endless email threads.
Improve productivity with digital workflows
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
Say hello to Portalstack client portal for insurance brokers - managing client relationships just got easier
Say goodbye to the endless stream of email threads and attachments. Get organised by bringing it all together into one client management software.
WEB FORMS
Create online forms in minutes
- Use our simple but powerful drag-and-drop form builder.
- Simplify your forms with conditional logic by hiding or revealing fields based on responses to prior questions.
- Easily track how your clients are progressing with their forms.
E-SIGNATURE
Collect signatures with ease
- Simply upload your document, drag and drop your input blocks, assign to a client and hit ‘Send’ – it’s that easy.
- Transactional data such as date, time and IP addresses of all signatories to a document is recorded.
- Keep track of documents pending signatures and schedule automated reminders, if needed.
PAYMENTS
Get paid faster with online invoices
- Create and send beautifully designed online invoices in minutes.
- Integrated with Stripe, a global leader in the payment space trusted by millions of businesses.
- Chasing clients for payments is not fun. Schedule reminders to automate gentle nudges to ensure you always get paid on time.
MILESTONES
Share deliverables & milestones
- Minimize client follow-ups by sharing and updating milestones
- Centralize communication with persistent chat messaging.
- Communicate progress to your clients – add task checklists and progressively tick them off as you complete them.
SERVICE REQUESTS
Centrally manage client service requests
- Allow your clients to raise and track new service requests and keep them informed of their statuses.
- Having a centralized view of all client service requests in one place makes it easier to plan, prioritize and deliver your services.
- Create task templates and add them to service requests to give your clients a fuller work breakdown.
LEADS MANAGEMENT
Manage leads using a simple kanban view
- CRM products were designed for organizations with large sales teams and as a result, they’re often jammed with complex features that many small businesses will never use.
- Portalstack comes with a simple kanban-styled leads management board.
- Easily view all your leads under Cold, Warm or Hot statues.
FILE SHARING
Securely share important insurance files
- Avoid email attachment limits and upload files up to 50 megabytes in size, all behind a secure portal.
- Get notified when your clients open, preview or download a file.
- Save time by uploading files to a common folder across all clients with ease.
WEB DOCUMENTS
Create and share web-based documents
- Use our block-styled document editor to create beautiful-looking web-based documents.
- Make your documents more engaging with rich content such as images and videos.
- Get notified immediately when your prospects view or approve your documents.
VIDEO CALLING
Simple in-browser video calling solution
- Your own unique persistent conferencing link.
- Simple in-browser video conferencing solution – no downloads, registrations or headaches.
- Screen share and background blur enabled.
AUTO REMINDER
Put reminders on auto pilot
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
Give your clients a unified client portal experience
It might start with an innocent link to a Dropbox folder, then it’s another link for e-signing, and another for online forms…soon enough, your clients are on the receiving end of a messy experience. Prevent the chaos by giving your clients a unified client portal experience.
Siloed client business apps
Multiple access points = clumsy client experience 
Multiple subscriptions = overpaying for software
Tangled hot mess when they don’t play well together
Unified portal experience
Single access point = convenience
Single software subscription = cost saving
Integrated experience
CUSTOMIZABLE
Your own branded client portal
Customize the look and feel to align with your brand assets. Simply upload your logo and background images, select your color theme and secure your custom URL.
DASHBOARD
Know your key business vitals, at a glance.
Stay in control of your workload and never miss another deadline.
CLIENT ACCESS
We've made access dead simple for your clients
No sign up required. One persistent link. Secure two-factor authentication.
Add your clients
Add your client details in your Admin Panel, including email and mobile number.
Share your custom Login link.
We recommend adding your custom URL as a ‘Client Login’ link on your website.
Clients sign in
Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).
Top 3 reasons why modern insurance brokerages are adopting client portals
The pace of InsurTech innovation is ever-expanding – front-office, back-office, claims and underwriting management, there is no shortage of new software offerings being introduced to insurance brokers and agents. The challenge for insurance brokers then becomes how to prioritize their technology investment budget in order to maximize the all-important ROI. Here are 3 reasons why modern insurance brokerages are adopting client portal solutions like Portalstacks.
Client portals give insurance broker clients a central space to access important insurance documents
Imagine it’s close to midnight and one of your clients is trawling through their email inboxes urgently searching for insurance documents, including claims history and declared underwriting information, all for an important acquisition discussion with a potential buyer the next day. Having a client portal solves this problem as documents are centrally organized.
Client portals provide insurance brokers with a more secure method to exchange information
Let’s be honest, email has been the best productivity tool since facsimile, which conveniently replaced pigeons back in the day. It’s the default communications channel for most businesses today – it’s easy and predictable. But is it a trusted delivery tool for industries such as insurance that carry a lot of sensitive information?
Let’s consider the journey of a standard email. Every time you click the ‘send’ button, that email (and its attachments) doesn’t simply move from your inbox to the recipient. It traverses the internet completely open and across multiple servers before it reaches its destination. At each hop between servers, it is at the mercy of server admin gals and guys, who in theory may alter or even delete your email content.
To be clear, we’re not suggesting you should abandon emails altogether! But a client portal does provide a more secure method to exchange client sensitive information over the internet.
Client portals make information collection stress-free
Collecting and maintaining client information using paper or PDF forms is not only inefficient, it’s also prone to translation errors. But the bottom line is: no one enjoys filling out boring static forms. Modern client portals have smart digital form builders built-in, so you can dynamically create interactive forms to streamline information collection – and make life less tedious for your clients.
USE CASES
Manage your full client relationship lifecycle from a single portal
Make it easier for clients to do business with you – from onboarding through to retention and growth. Learn more about Portalstack’s use cases.
Frequently asked questions
Is there a charge for client access?
No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.
How will my clients access the portal?
When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients and internal users to login. We recommend you create a ‘Client Login’ button on your website that links to this URL. Otherwise, you can share this URL with your team and clients.
How secure is the data?
We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security first architecture. You can find out more by reading our Security Policy.
Client onboarding, document collection and client management in one unified client portal software.
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