InsuredHQ's Client and Broker Portals provide direct interfaces for clients and brokers to access information and perform operations, connected to InsuredHQ Core.
InsuredHQ's Client and Broker Portals are powerful digital interfaces that connect directly to the InsuredHQ Core system. These portals enhance customer and partner engagement by offering self-service capabilities and easy access to relevant information. Clients can view their policies, submit claims, and access documents, while brokers can manage their book of business, generate quotes, and track commissions. The portals' seamless integration with InsuredHQ Core ensures real-time data accuracy and streamlined operations.
Feature List
- Self-service capabilities for clients and brokers
- Real-time policy information access
- Claims submission and tracking
- Document management
- Quote generation for brokers
- Commission tracking for brokers
- Secure authentication
- Mobile-responsive design
Use Case Scenarios
- A policyholder uses the client portal to view policy details, submit a claim, and upload supporting documents, all without needing to contact customer service.
- A broker leverages the broker portal to manage their entire book of business, generate quotes for new clients, and track their commission earnings in real-time.
- An insurance company uses the portals to reduce call center volume by enabling self-service for routine inquiries and transactions.
Functionality Overview
The Client and Broker Portals function as secure, user-friendly interfaces that provide direct access to InsuredHQ Core. They offer a range of self-service capabilities, allowing clients to manage their policies and claims, while brokers can handle their business operations efficiently. The portals ensure data consistency by pulling information directly from InsuredHQ Core in real-time. They support various functions such as policy viewing, claims submission, document management, and for brokers, quote generation and commission tracking. The portals' design is responsive, allowing access from various devices, enhancing user convenience and engagement.
