Products

Applied Client Portal

Online and mobile customer self-service technology

Your customers want service from you, no matter the hour

Big tech companies like Amazon have set the bar for convenience and anytime, anywhere service – and insurance is not immune. Your customers want to be able to interact with your business, access their policies, and request information whenever or wherever they want. When you give customers the convenience to self-serve, your team is freed up to focus on other revenue-generating activities. Our online customer self-service application, Applied Client Portal®️, keeps your customers and systems connected to your business. Meet the digital demands of today’s consumers to increase client satisfaction, build client loyalty and stand out among the competition.

Keep customers happy and more coming through the door

Give your customers choice in how they interact with your business. Through an online self-service portal, you can provide your customers 24/7 access to insurance documents, online payment and claims.

Fine tune your customer experience

See which portions of the self-service portal your customers are using the most. This will help you determine what further customisations you should make in your portal to provide a better customer experience.

Help employees make the most of their time

Free up employees’ time by giving customers the freedom to self-serve at any time of day and from any location.

Make sure your brand stays front and centre

Elevate your brand and role as a trusted advisor through a branded online customer portal and mobile app. By giving your customers a consistent, branded experience across the channels they want to engage on, you build trust and loyalty with them, resulting in higher retention.

Key features at a glance

Everything it takes to keep your customer service door no matter the hour.

Document Management

No two clients are alike. Alter the documents each client receives to best match their unique needs.
Payment Processing

Give your customers the option to pay for their policies in one place.
24/7 Call Center & Chat

Make sure someone is there to service customers anytime without the expense of around-the-clock staffing. Using the online portal, operators can answer questions, receive claims and request policy changes on behalf of customers at any time of the day. Plus connect your team directly via expanded live-person chat capabilities.
Broker-Branded Portal and Mobile App Experience

Configure broker software for optimal performance. Our cloud is designed to place the right workload on the right performance storage. It uses high availability network connectivity, which means maximum bandwidth for greater performance and business continuity.
Self-Service Portal Analytics

Get data on which portions of the portal your policyholders are using the most so you can make these features more accessible.
Payment Processing

Give your customers the option to pay for their policies in one place.