🚪 Give Clients Their Own Policy Portal

My clients email me constantly for copies of documents they already have. Build me a client portal. A client signs in and sees only their own policies with the carrier, the cover, the sum insured, the premium and the renewal date, along with every document attached to those policies ready to download, and the status of any open claim. Set up explicitly which records each signed-in client can see, and give me a way to test it by signing in as a second client and confirming I cannot see the first one. Let a client request a change, ask a question, or report a claim from inside the portal, which creates a task for the right person in my agency. Add an AI agent in the portal that answers questions using only that client's own policies, such as when their cover renews or whether something is covered according to their own documents, and that hands anything requiring judgement to a human rather than guessing. Automate two things: notify the client when a new document is added, and a scheduled reminder before their renewal date. Two logins: a client who sees only their own records, and an agent who sees their clients.