Most client emails ask for a document they already have. A portal answers those without you, and it makes the agency look considerably larger than it is.
What's Included
- Policies and documents in one place per client.
- Renewal dates visible so the conversation starts earlier.
- Claim status without a phone call.
- An assistant answering from that client's own records only.
How To Use
- Match each client to their own records and test it with a second account.
- Put the documents in first. That is most of the email volume.
- Show renewal dates. Clients who see them start the conversation themselves.
- Add your own domain on Business plans and above, at $25 per month billed annually.
Fill it from the policy register, and extend it with client portal prompts.