CLIENT PORTAL

Client Portal For Insurance Agents.

Clients want self service. ALE ships a client portal with policy access, claims filing, and document upload.

CLIENTS WANT SELF SERVICE

Clients Want Self Service

Clients want access on demand. Portals save agency service time.

No Self Service

All calls to office.

No Document Access

Clients cannot get docs.

No Claims Filing

Manual FNOL calls.

THE PORTAL PLAYBOOK

The Portal Playbook

01

Policy Access

Policies on demand.

02

Document Upload

Client docs secure.

03

Claims Filing

Self service FNOL.

04

Payment Access

Pay premiums online.

05

Messaging

Secure agent chat.

06

Reporting

Portal usage.

WHO THIS FITS

Who This Helps

Service Heavy Agencies

Call volume heavy.

Growth Stage Agencies

Scaling service.

Commercial P And C

Large client books.

Multi Line Agents

Household access.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Policy access, document upload, payments, messaging.

  • Core CRM
  • Policy access
  • Document upload
  • Payment access
  • Messaging
SEE PACKAGES

Give Clients Access.

Book a 20 minute demo. We will walk through the client portal.