Renewal details arrive late
Updated turnover, a new vehicle list or this year’s claims history turns up the day before the policy expires.
Software for insurance brokers
Renewals, quotes and claims without the email back-and-forth
Gather risk information, present quotes clients can accept online, and handle claims and policy changes from one portal with your brokerage’s brand on it.
14-day free trial · No credit card · Clients are always free
Renewal season runs on follow-ups.Most of them still typed by hand.
Quotes lost in the inbox
Three insurer options sent as a PDF, then a phone call a week later to find out which one the client picked.
Claims that start with a voicemail
Photos by text message, a repair quote by email and no single record of what you’ve received.
The policy lifecycle
From first enquiry to next renewal
Every client conversation, from the first needs analysis to the claim three years later, lives in the client’s portal instead of your inbox.
Risk and needs questionnaires that adapt
Ask about premises, vehicles, staff or past claims, and show follow-up questions only when an answer calls for them.
- A public web form on your site for new enquiries
- Conditional logic for each line of cover
- Tables for vehicle, property or equipment schedules
Quote proposals clients accept in the portal
Lay out insurer options, cover and premiums in one clear proposal, then let the client accept their choice online.
- Pricing tables for premiums, fees and tax
- Require a declaration form as part of acceptance
- Acceptance logged with time and IP address
Proposal forms and authorities signed
Send insurer proposal forms, disclosure acknowledgements and broker authorities for e-signature from any device.
- Clients type, draw or upload a signature
- Signing certificate with sent, viewed and signed times
- Automatic reminders until it’s signed
Claims and policy changes raised as requests
Clients report a claim, add a driver or ask for a certificate of insurance as a service request, with photos and documents attached.
- Assign each request to a team member
- Track status and reply in comments
- Get notified the moment a request comes in
Renewal packs that chase themselves
Send a renewal questionnaire and a document request ahead of each expiry date, and let reminders follow up on what’s missing.
- Prefill last year’s answers for the client to confirm
- Due dates and reminder schedules in days
- Bulk send to every client renewing this month
Built for brokerages
Everything a policyholder needs, in one login
Policy documents in one folder
Publish schedules, certificates and policy wordings to each client’s folder, and see when they’re opened.
Several contacts per business
Add the owner, office manager and finance contact to one client, with a primary contact for notices.
Broker fees paid by card
Invoice your fees through your own Stripe account and let clients pay in the portal.
Cover explained in plain words
Publish guides on how to make a claim, what to do after an accident or what a policy excess means.
Know who you’re insuring
Run a government ID check through Stripe Identity when you take on a new policyholder.
Contacts from your CRM
Sync contacts from HubSpot or Pipedrive, or import your book from a CSV file.
Renewals
Last year’s answers, ready to confirm
Common fields link the same question across your forms. A client’s business details, address and claims history carry into the renewal questionnaire, so they only update what has changed.
- Input history shows the old value, the new value and who changed it
- Comment on an answer or ask for a resubmission
- A daily report of questionnaires in progress, completed and overdue
Other industries
Portalstack for other professions
FAQ
Questions from brokers
Can clients report a claim through the portal?
Yes. Clients raise a service request and attach photos, invoices or reports (up to 50 MB per file). You assign it to a team member, track its status and reply in the comments, and you’re notified as soon as it arrives.
Can I send renewal questionnaires to many clients at once?
Yes. Bulk send a form to every client renewing in a given month, set a due date and choose a reminder schedule. The daily progress report shows who has finished and who is overdue.
Can clients accept a quote online?
Yes, on the Premium plan. Publish a quote proposal to the client’s portal or share it by link. The client approves it, optionally after completing a declaration form, and the approval is logged with time and IP address.
Does Portalstack connect to my broking system or insurers?
Portalstack syncs contacts with HubSpot and Pipedrive and imports contacts from CSV files. It doesn’t connect directly to broking platforms or insurer systems.
Do my clients pay to use the portal?
No. Clients are always free. You pay per team member, and the Free plan lets you try it with up to 5 clients.
Get started
Get ahead of next month’s renewals
Build your renewal questionnaire, add your branding and send it to your first clients today.
Start free trial14-day free trial · No credit card · Clients are always free