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
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.
Differentiate your business by delivering your clients an integrated digital experience.
Make collecting data, content, documents and signatures from clients stress-free.
Centralize client communication and minimize the endless email threads.
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
Say goodbye to the endless stream of email threads and attachments. Get organised by bringing it all together into one client management software.
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
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.
Multiple access points = clumsy client experience
Multiple subscriptions = overpaying for software
Tangled hot mess when they don’t play well together
Single access point = convenience
Single software subscription = cost saving
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.
Stay in control of your workload and never miss another deadline.
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).
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.
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.
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.
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.
No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.
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.
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.
Try Portalstack today
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