Portalstack is your modern client portal solution for insurance brokers and agents.
No credit card required
Clients pay you for your expertise in risk advisory and insurance broking, not for non-value-added admin work such as chasing documents or trawling through email inboxes to find information.
Sure, the insurance industry has a reputation for being allergic to tech. You want to embrace it.
Businesses are increasingly dynamic – products, services, and business activities are changing frequently. It’s important that changes in underwriting info can be easily captured.
Give your clients the self-service option to upload claims info or access their insurance documents 24/7 etc.
Portalstack offers all the tools you need to build meaningful business relationships with your clients – client management just got easier.
DIGITAL FACT FINDER
Create forms in minutes using our simple yet powerful drag-and-drop form builder. Simplify your forms by using conditional logic to show or hide fields based on responses to previous questions. Easily keep track of your clients’ form progress.
PROPOSALS & REPORTS
Block-styled document editor to create web documents. Use rich content such as images and videos to make your documents more engaging. Get notified when your clients view or approve your documents.
SECURE FILE SHARING
Avoid the inherent risks of sharing files and attachments via email. Get notified when your clients open, preview, or download a file. Save time by uploading files to a common folder across all clients.
Simply upload your document, drag and drop your input blocks, assign them to a client, and hit send – it’s that easy. Transactional data, such as the date, time, and IP addresses of all signatories, is recorded. Keep track of documents pending signatures and schedule automated reminders if needed.
Minimize client follow-ups by sharing and updating the statuses of your new business or renewal process. Centralize communication with persistent chat messaging. Add tasks to provide your clients with a more detailed work breakdown.
Allow your clients to raise and track common service requests such as policy endorsements, claims lodgement, or requests for certificates of insurance. This will make it easier to plan, prioritize, and deliver your services. You can triage and assign new service requests to team members, as required.
Insurance can be complex, and clients often have questions about various policies and coverage options. Create an online knowledge hub with educational resources, such as articles, FAQs, and videos, to help clients understand different insurance products, terms, and concepts.
BRANDED CLIENT PORTAL
Spare the hefty expense (and headache) of a custom client portal build. With Portalstack, you can easily 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.
Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches. Screen sharing, background blur, and chat are enabled.
Stop wasting your time constantly sending reminders when you can automate the process and focus on other tasks. Let Portalstack automate the gentle nudges for you. Say goodbye to the hamster wheel of reminder-sending and hello to efficient, stress-free communication with Portalstack.
Get a clear view of your workload with Portalstack’s intuitive dashboard. Keep track of pending client documents and service milestones, all in one place. Stay in control of your workload so you never miss another deadline.
If you’re still not convinced, it boils down to two reasons.
Systematize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
Try Portalstack Today
14-day free trial. No credit card required.