Connect with your clients 24/7 using a custom-branded ClientConnect® self-service online portal

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

  • Delivers a convenient, easy-to-use, online risk management resource that improves communication, saves time and reduces loss costs.
  • Offers business owners and risk managers access to comprehensive industry-specific content, industry news, policy information and OSHA logs.
  • Includes a powerful built-in search engine to help you quickly access updated information classified by your company's NAICS code.

ClientConnect for Benefits & HR

  • Delivers a dynamic, self-service benefits and compliance web portal.
  • Offers benefits and HR plan administrators access to up-to-date compliance, regulatory and best practice content, plan information, industry news and wellness content.

Both ClientConnect editions include an employee portal offering 24/7 access to plan information, wellness content, handbooks, safety manuals and decision making tools.

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Vertafore® Unleash your potential.

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Call Vertafore at 1.800.444.4813.

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