Policyholder Portal

Fast Self-Service Is a Click Away

Article thumbnail

The client company profile can control access to system features, for both policyholders and insurance agents, which means the customer will only see what you want them to see.

Policyholders can access their accounts anywhere, to print insurance cards, make payments, upload important documents or photos and access coverage information - all without the need to contact the agent, thereby freeing up valuable time to grow your insurance business.

Policyholder Portal Features

  • Allows customers to update information
  • Automated policyholder portal account
  • Automated renewal updates
  • Easy-to-use and secure payment transaction interface
  • FAQs
  • Message center
  • Option for recurring payments
  • Option to go paperless
  • Option to view and download dec pages, insurance cards, receipts
  • Payment history
  • Quick "at-a-glance" tasks dashboard
  • Security in managing policies online
  • Supports tokenized click-through links
  • Upload photos and documents feature
Screenshot of the policyholder portal showing the option to download an insurance card.
User interface of the policyholder portal displaying the payment section with fields for amount and payment method.