The client portal for your brokerage.
Contracts, claims and premiums, self-service — under your brand, connected to your broker management system. Fewer calls, complete claim reports.
Sound familiar?
- Clients call to ask for a policy number or a certificate — several times a day.
- Claim reports arrive incomplete by email, and your team chases three times.
- Your portfolio sits in the broker management system — but your clients see none of it.
- The big comparison sites have apps. Your office has an inbox.
This is what solved looks like.
Real, unstaged captures from our demo portal for your industry — assembled without a line of code.
Contracts and claims, self-service
Lines of cover, premiums, terms and claim history — your clients find everything themselves, around the clock.
Claim reports as a guided form
Required fields, photos, a link to the contract — the report arrives complete at the right adviser.
Live data from your existing system
The connect agent reads your broker management system inside your own network — no VPN, no data exports.
Named contacts instead of a hotline
Back office, field staff, claims service — every client sees their own advisers with direct contact and chat.
Three steps to your own portal.
- 1
First conversation
We show you the broker demo portal and work out which data from your portfolio belongs in it.
- 2
Set up the portal
Your brand, your lines of cover, your forms — assembled in days, not months. With the connect agent on your existing system if you want.
- 3
Invite your clients
Your clients get access on your domain — and your team noticeably fewer routine calls.
See your portal before you decide.
In 30 minutes we show you the demo portal for your industry — and what it becomes for your business.