Active
Renewal Due
Claim Lodged
Settled
Pending Docs

What's included

Branded policyholder self-service portal
Policy view, certificates, and schedules
Online claims lodgement with guided forms
Document upload and secure sharing
Real-time claim and request status tracking
Renewal reminders and quote requests
Secure messaging with your team
Configurable role-based access (clients, managers, brokers)
White-label branding options
Engagement analytics and reporting

Everything your clients need. Nothing they don't.

Self-Service Access

Give clients their own branded portal to view policies, download documents, lodge claims, and track requests — without calling your team.

📄

Document Hub

Certificates, schedules, invoices, and claims documents all in one place. Clients upload what you need, you share what they need.

🔄

Automated Workflows

Renewal reminders, claim acknowledgements, document requests, and status updates all triggered automatically by your business rules.

🎨

Your Brand

White-label the portal with your logo, colours, and domain. Clients see your brand, not ours.

What changes when this is in place

Reduced call volume

Clients find what they need without calling your team.

Faster claims lodgement

Guided forms and document upload reduce back-and-forth.

Better client retention

Modern self-service experience clients expect.

Lower admin overhead

Automated renewals, status updates, and document sharing.

🤖
AI-powered client experience. The built-in AI assistant helps clients find the right forms, answers common questions about their policies, and pre-populates claims from uploaded documents — reducing friction and improving completion rates.

Give your clients the portal they expect.

Deploy a branded client portal in days, not months. Customise every form, workflow, and permission to fit your business.