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Vertafore Client Portal

Vertafore Client Portal

Vertafore Client Portal enables your insureds to do business when, where and how it is convenient for them. Client portal extends your brand, allowing customers to verify coverages, request policy changes, print auto ID cards, manage certificates of insurance and even upload or download documents through a secure electronic portal.

Empower insureds to do business the way THEY want

Attract and keep clients by meeting their needs TODAY — with the flexibility to also meet their expectations of TOMORROW.

Features

  • Customized to your brand – easily change the colors, fonts and images
  • Secure – you control what information is accessible by whom
  • Real-time integration with your Vertafore management system
  • Powerful – Insureds can:
    • View policy information and request policy changes
    • View & print auto ID cards in real-time
    • Manage claims – view status of an existing claim or begin a new one
    • Manage certificates of insurance – issue or add a holder to a cert
    • Insureds and agency staff can securely share files electronically

“It’s a win-win. We give clients the ability to communicate with us the way they want. …Since implementing our client portal, retention is up 4%, and we've reduced postage costs by 40%."

Joyce Sigler Vice President,  Jones & Wenner Insurance, Inc.

Related Content & Resources

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