Client Portal Software for Insurance Agents & Agencies

One Dashboard® for all your needs

Get Business.   Get Organized.   Complete Work.   Get Paid.   Repeat.

A Client Portal that lets you connect to your Insurance Clients

Use your client portal to build dashboards where your clients can see their products listed and informational content about each one of those products. Is there any regulatory forms that are required oh, you can make those available for download directly inside the portal.

Secure Messaging keeps correspondence secure & organized

Use the secure and encrypted messaging functionality to send and receive messages to your clients in a way they can be tracked, is internal to the portal, and doesn’t suffer from the insecurity and unreliability of email.

Getting the documentation you need is simple & efficient

If you need to request documents from a client, you can use the powerful File Request feature, which allows you to initiate the request, designate which folder the requested files will be uploaded into, and sends you notifications every time the client fulfills one of your File Requests.

Create Custom Dashboards to display Policy Information

When your clients login, you can show them a custom Dashboard that will reflect their name, personal information, and any products or policies that they have written with you. You can make available the necessary details about these products. If there are any additional forms or PDFs that need to be associated, you can easily share those with the client from right inside the portal.

100% White Label maintains your Brand Continuity!

When you ask your clients to create an account and login to a software platform that is obviously not YOU, you then introduce an element of mistrust and apprehension. SuiteDash give you the ability to completely “White Label” brand the environment (from the login page, to the email notifications, to the logged-in environment) in a way that the client will never know or even think about the source of the software. All they will know when they are using your White Label Branded Client Portal is how impressed they are with how professional you look, and how secure they feel when they login to your portal.

Your clients will feel right at home in your professional & secure Branded Client Portal

Create your White Label Branded Client Portal, and give your clients a seamless experience that compliments your branding.  Using our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.

Capability to create a custom URL

We even provide an automated tool that will allow you to map your own domain name to your Portal so that even the SuiteDash URL will be replaced with yours. Notice in this example that even the Title tag and the Favicon have been customized, and this is easily done using the SuiteDash interface. See an EXAMPLE HERE. This level of White Label Customization is unparalleled in the software world, and gives your Client’s a truly authentic and secure experience as they interact with your brand.

Fully Customizable Email Notifications

Creating branded emails has never been easier. Quickly add your company’s logo, change the layout to your colors and even add your social media profiles. You can continue the branding throughout the layout and design of the email notifications with the subject line, body text, and footer along with being able to change your ‘From’ name and ‘From’ email to better fit your company.