Client onboarding, document collection and client management in one unified client portal software.
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).
If you’re still not convinced, it boils down to two reasons.
Systemize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
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.
14-day free trial. No credit card required.