Create the digital experience clients expect
- Grant customers self-service options
- 24/7 digital access for your clients
- Data synchronized in real time
- Secured documents
- Branded for your brokerage
Why InsurLink?
Empower your clients
InsurLink lets you provide documents, and policy information to clients on-demand and in real-time.
Be accessible
Meet your client needs with a 24/7 self-service digital portal.
Grow your business
Spend your time building relationships and not completing repetitive tasks.
Personalize
Communicate with clients directly with focused, on-brand messaging.
Reduce risk
Share files securely and record client communications instantly.
Embrace technology
Keep up with the technology curve by offering your customers portal access when and where they need it.
Reduce E&O exposure
Share information with your customers through secured channels to reduce your E&O risk.
Offer self-service capabilities
Give customers the ability to view and print their policies and information so they have self-service access.
Features
Branding
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- Personalization: Create personalized touches to reach specific clients.
- Customization: Apply your brokerage’s branding and voice.
- Templates: Create unique experiences for specific customers, CL/PL lines, or other segments.
Time savings
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- Availability: Clients can see policies, check claims, billing summaries, and other key insurance information.
- Information: InsurLink pulls client and claims data directly from SIG, eliminating double entry and keying mistakes.
- Convenience: Allow clients to help themselves to their information and documents.
- Mobility: built in a responsive web design that does not require registration in the App store.
Efficiency and accuracy
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- Communications: Reduce E&O risk by recording client communication and interactions.
- File sharing: Share files with the customer via InsurLink in a secure way.
- Real-time updates: Update information immediately with your BMS.
- Configure client access: Control what information clients can see and receive.
- Onboarding: Smooth and standardized new client onboarding process.
- Communications: Reduce E&O risk by recording client communication and interactions.
- File sharing: Share files with the customer via InsurLink in a secure way.
- Real-time updates: Update information immediately with your BMS.
- Configure client access: Control what information clients can see and receive.
- Onboarding: Smooth and standardized new client onboarding process.
Better together: Additional tech for InsurLink
Learn more ways InsurLink can transform your business
On-demand webinar
Vertafore Canada's VP and General Manager, Dimitrios Argitis, provides insight into what trends are happening in today's digital age and what Canadian brokerages can do to stay ahead of the curve.
InsurLink datasheet
Give your customers the self-service they expect — outside of business hours.