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FOR INSURANCE

Client Portal and App for Insurance

A client portal for an insurance agency lets policyholders see their policies, download ID cards, request changes and report claims online, which cuts routine calls to your team.

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What it handles for insurance businesses

  • Policy list with documents and ID cards.
  • Change requests and certificates of insurance.
  • Claim reporting with photo upload.
  • Renewal reminders.
  • An agent view connected to your agency system.

Works with the tools you use

We connect a custom client portal or app to the software insurance teams already run, so nothing is typed in twice:

Applied EpicHawkSoftEZLynxHubSpotGoogle Calendar

How we set it up

  1. 1A call to learn how your business runs today and what should change.
  2. 2A written scope with a fixed price and timeline before any work starts.
  3. 3We build, connect it to Applied Epic and HawkSoft, and test it with real scenarios.
  4. 4We launch, watch the first weeks closely and tune it with you.

Questions from insurance businesses

Can it pull policy data from our agency system?

Often yes, through Applied Epic, HawkSoft or EZLynx integrations or imports.

Can businesses request certificates?

Yes. Certificate requests can be submitted and tracked.

Start with the website

Most insurance businesses get the biggest return from a fast website that turns visitors into enquiries, then add a custom client portal or app. See what a insurance website needs or our website in 7 days.

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