Providing clients with self-service options for their insurance information has never been more important.
- 24/7 digital access for your clients
- Data synchronized in real time
- Secured documents
- Branded for your agency
Become the agency known for customer service. Connect with your clients and empower them to do business with you when, where, and how it works best for them. Let us show you how.
Empower your clients
Spend your time where it really matters.
Branding
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Put your agency's best communications forward
- Personalization: Create personalized touches to reach specific clients.
- Customization: Apply your agency’s branding, fonts, logos, colors, and voice.
- Templates: Create unique experiences for specific customers, CL/PL lines, or other segments.
Time-saving benefits
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Spend time with your clients, not their documents
- Availability: Clients can see policies, check claims, billing summaries, and other key insurance information.
- Information: Upload client and claims data to eliminate double entry and keying mistakes.
- Convenience: Allow clients to help themselves to their information and documents.
- Mobile App: Clients can access your website from any device.
Efficiency and accuracy
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Work with your clients, not their data
- Communications: Reduce E&O risk by recording client communication and interactions.
- File sharing: Share files over secured networks, not email.
- Real-time updates: Update information immediately with your AMS.
- Configure client access: Control what information clients can see and receive.
- Onboarding: Smooth and standardized the new client onboarding process.
Work with your clients, not their data
- Communications: Reduce E&O risk by recording client communication and interactions.
- File sharing: Share files over secured networks, not email.
- Real-time updates: Update information immediately with your AMS.
- Configure client access: Control what information clients can see and receive.
- Onboarding: Smooth and standardized the new client onboarding process.
Success story
Meet Connor Insurance Agency
Discover how Connor Insurance Agency harnessed the power of Vertafore technology – including InsurLink – to scale their operations and foster meaningful relationships, allowing them to excel amidst the challenges of a volatile market landscape.
Three cheers for InsurLink
2020 Best New Product/Service Innovation
2020 Best Insurance Solution
Top 100 Software Companies of 2021
More ways to learn about InsurLink
Dive into guides, success stories, and more.
InsurLink Data Sheet
Modernizing the Agency
Webinar case study: Achieving digital excellence
InsurLink Steps to Success
The future of insurance: creating a digital experience
6 Ways to Launch a Winning Digital Experience
Gillman Insurance Problem Solvers
SeibertKeck Insurance Partners
Hyland Insurance success story