Client Portal

Deliver 24/7 expert guidance to your clients

Nonstop service for all your clients

Provide around-the-clock guidance to your entire book of business. Discover a client portal that works for you, so you can focus on driving revenue and results instead.


Save Time with Online Servicing

Put more time back in your day by offering your clients a 24/7, online portal. By allowing your clients to self-serve, they can get the information they need around the clock. Dramatically reduce the amount of time spent servicing and marketing to your clients.

Quickly Provide Value

Get your clients up and running in no time. With the client portal, user profiles are generated automatically and come prepopulated with pages, colour and content. Clients are notified automatically through the system once it’s ready for them to sign in.

Boost Client Engagement

Stay in front of clients without adding extra work, with automatic content postings and emails branded back to your business. Increase retention and reduce the amount of time spent servicing clients, so you can focus on prospecting and growing your brokerage instead.


Thousands of On-Demand Resources

Provide your clients with the thousands of resources through either Broker Briefcase or the Dynamic Content Library for risk management and safety consultants to support their unique business needs, including industry-specific safety manuals, forms, policies and more.

Quickly Engage Clients

Once a client signs in, they can set their preferences on what types of content they want to receive and how often. The system then automatically sends relevant communications to your clients. You can also post custom content or ad hoc Broker Briefcase or Dynamic Content Library content right onto the individual portal for clients to see.

Easily Brand Your Portal

Upload your logo and change primary and secondary colours within the portal—allowing you to deliver a modern user experience to your clients while building brand awareness.


Learn more about Client Portal

Client Portal Informational Sheet

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