Providing access to a ClientConnect web portal increases the value of your services and helps your agency attract new customers, strengthen existing relationships and increase revenue.
ClientConnect is an easy-to-use and affordable custom-branded website that provides your clients with 24/7 access to risk management and employee benefits resources. Additionally, ClientConnect seamlessly integrates with Vertafore’s agency management system, BenefitPoint, which enables brokers to import benefit plans and users to compare plans at their convenience.
Choose the ClientConnect edition that best fits your business:
ClientConnect for Property & Casualty
ClientConnect for Benefits & HR
Both ClientConnect editions include an employee portal offering 24/7 access to plan information, wellness content, handbooks, safety manuals and decision making tools.
ClientConnect Brochure » ClientConnect eLearning Courses »
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