insured portal.

Access for any line of business. Anytime. Anywhere.

Insured PortalSelf Service Portal for full insured policy access.

Give your insureds full access to their policy information after registration; coverages, documents, payment history, and billing. They also have the ability to make credit card & ACH payments.

Quick PayInsureds can access their policy and make a payment fast.

Just want to get in and out quickly and make a payment? Quick Pay presents just enough information to collect a payment, and an insured can access with only a few data points from their policy.

Mobile WebThe Insured Portal is mobile optimized for an app-like experience.

The full Insured Portal and Quick Pay experience is mobile optimized for an experience similar to a mobile app, but without a trip to the app store. Give your insureds the experience they demand.

Why You Need An Insured Portal insurance service portal on two monitors

Engage with your customers where they want to be. It's online, not on-hold.

Save valuable customer service hours every month by providing self-service options to your insureds.

Consumer expectations have changed. It's not just an online presence that is important anymore. You need to have a good Insured Experience, with a balance of ease-of-use and powerful tools for self service. You can offer that to your customers with the Insured Portal. Meet your customers in the ecosystem that they use most, and boost retention by driving payment traffic to your Insured Portal and Quick Pay options. Your insureds will thank you.

Schedule A Demo

Give your customers the tools they need to be successful.

Automate your retention through powerful self-service tools. Insured success is your success.

Enrolling in SMS alerts. "Going Green" with electronic documents. Automatic Payments. If you want to keep your insureds, you need to automate their experience and keep them coming back. These tools increase payment frequency, decrease cancellation and pending cancellation rates, and increase customer satisfaction. Those equate to real dollar savings for your company.

Chat With Us
customer doing an online payment online

Insured Portal Features & Benefits.

Cloud based / SaaS solution

No server costs and no new infrastructure or telecom hardware required. Our systems are georeplicated, highly available, and scalable.

Highly Configurable

Our intelligent display engine means that we can configure your portal features and functions to the way you want to do business.

Platform Independent

We don't require changes to your policy administration system or payment processor. We integrate to you.

Alert & Notification Options

Enroll in SMS notification, Edocs, and get alerted both in-app and using our Interactive Voice platform when a policy milestone is reached.

Multiple Payment Options

Using the power of your payment processor, insureds can use their credit card or bank account, and save it for future use, increasing customer satisfaction.

Automatic Payments

Off-the-shelf capability for enrollment in automatic payments. Boost retention by allowing autopay.

Document Download / Upload

Insureds can view or download policy documents, as well as upload necessay underwriting forms. For auto policies, ID cards are easily accessible.


English and Spanish are included off-the-shelf. Support for additional languages can be added based on your insured demographics.

Analytics Console

Our console allows you to review every customer engagement to improve your customer service ability.

How It Works

Fully integrated solutions with no telecom infrastructure. Connect, configure, launch.


We integrate with your policy admin system via real-time APIs or flat file. We only need a small slice of data and can help you set up with limited disruption or involvement from IT.



Our onboarding documents gather all the information we need to know to configure your portal to align with your business processes. We also configure all necessary integrations with your existing payment processor partner.



Simply add a link to your website to access you new portal. We can use your existing domain so the experience is seamless to the insured.