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Put your own name on the client portal
Clients handle documents, payments, first notice of loss, and certificates on the web or a branded app.
For Servicing Teams
Meet your customers where they are with the service they want
Your clients get the answers they need - no matter they hour. Keep your agency's digital door open 24/7 and your team running at max efficiency.
Deliver the service that keeps clients renewing
When clients reach your team by phone or email, what was said and agreed often stays in one person’s inbox or notes. Meanwhile, requests for certificates, documents and payments keep interrupting the renewal list and taking hours away from it. Applied Epic® keeps emails, call notes, carrier correspondence and renewal status together on the account, and AI search finds any of it in one pass. Renewal notices and endorsements come in from the carrier and write to the policy, with the details filled in for your team to check instead of retyping. Clients handle routine requests through a portal under your agency’s name. Any account manager, including a new hire, can open an account, see what happened, and act on it. Routine work takes less of the week, and more of it goes to the clients who need your team’s attention, which is what keeps them renewing.
Where the servicing week happens
Insurance agency client portal software only pays off when the portal, the carrier feed, and the renewal list land on the same account in Applied Epic®.
Receive renewal notices and endorsements automatically
Renewal notices, endorsements, and commission updates arrive from the carrier and land on the policy.
Ask a client for last year’s answers once
Last year’s answers carry forward, clients e-sign in place, and every verification logs as a defensible record.
Answer a billing question without transferring the call
Invoices, payments, and receipts all apply to the policy, so servicing answers billing questions on the spot.
What customers are saying
Frequently asked about servicing
Through a portal or branded app that reads coverage and insured detail from the account the agency works in. Clients pull documents and certificates, make payments, report a first notice of loss and reissue what they need at any hour.
Because it reads from the account rather than a copy, what the client sees matches what your team sees.
Complete the things they currently have to ask for. Insurance agency client portal software earns its place when a client can get a certificate, pay a bill, sign an application and see current coverage without sending an email.
Anything it cannot do comes back to your team as a phone call, which is the metric worth watching.
That depends entirely on where the knowledge lived. Where servicing history, carrier correspondence and renewal status sit on the account, a colleague picks it up and the client notices very little.
Where it lived in one person's inbox and their own filing habits, the client notices immediately. This is the quiet argument for a shared workspace.
Enough to change what a servicing week looks like, though the share varies by book and by how much the agency switches on. Certificates, document requests, payments and auto ID cards are the usual bulk.
The gain is not only volume. Those requests stop arriving as interruptions during renewal season.
Go deeper on servicing
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Demo
Certificates of insurance issued from the client portal, demonstrated.
Provide enhanced customer self-service with automated certificate processing through Applied CSR24.
Watch demo -
Blog
How self-service changes what clients expect from your team.
Discover why your agency needs an online and mobile-friendly, self-service portal like Applied CSR24 to exceed client expectations.
Read the blog
The same service every time
See what a servicing week looks like when clients can answer most of their own questions.