InsurLink is an agency-owned client portal that gives agents more time back in their day by empowering clients to access routine insurance information when and where they need it.
Clients get 24/7 access to tasks that don’t need direct support—like requesting certificates, paying bills, or submitting claims. That fast self-service makes for satisfied clients and frees agency staff to spend more time on client advising and high-value activities.
InsurLink keeps clients engaged through a portal that can be customized with agency branding. By handling requests within the portal, InsurLink keeps communications organized. It’s easy to keep current on client requests all while staying secure and compliant.
InsurLink lets agencies customize what they share so they stay in control of communications and sensitive documents while giving clients the power to meet standard insurance needs on their own.
Key InsurLink features include:
• 24/7 client access: Around-the-clock, web- and app-based access means clients can get secure, up-to-date information when and where they need it, regardless of business hours.
• Easy integration with core systems: InsurLink integrates seamlessly with Vertafore’s leading agency management systems AMS360 and Sagitta, as well as third-party solutions form Vertafore Orange Partners through open architecture APIs.
• An agency-branded experience: Build better brand awareness and stickiness with clients.
• Centralized client communications. Consolidate client interactions, respond quickly, and build strong client relationships.
• Automated documentation. Agencies can reduce E&O exposure and ensure compliance with InsurLink’s accurate, accessible client interaction records.
• Secure file sharing: Agencies can share files from their management system, and clients have a secure portal to upload documents.
• Payment submissions: Cut down on payment processing by accepting payment through InsurLink and Vertafore’s Orange Partners.
• Mobile app: With the InsurLink app, clients can log in on the go from iOS or Android devices.
• Real-time policy updates: Give clients the ability to make policy updates and have them go into effect right away.
• Fast onboarding: Get up and running in days.
As part of Vertafore’s suite of solutions for independent agencies, InsurLink can integrate with other software through hundreds of Orange Partner APIs. It also comes with expert support and a community of users to connect with.
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