InsurLink Reviews & Product Details

I like that InsurLink is user-friendly, and our clients can access it twenty-four seven. It's easy to use for our CSR reps, which means anytime the customer service rep doesn't have to be involved in a service issue, it's quicker for the insured to self-service their policy. Also, once we had training, setting it up was very easy. Review collected by and hosted on G2.com.

I like to be able to customize it more from the agency. To make it easier to add other contact individuals within the agency, such as claims reps, and also to add helpful links. If there were templates for that already created by InsurLink or Vertafore, it would be helpful. So that we can just choose some of those helpful links in the drop down. Based upon the policy details. And it would be the customer interface instead of the agency interface of that carrier website. Review collected by and hosted on G2.com.

I use InsurLink for customer direct access to policy documentation. I find the initial setup easy. Review collected by and hosted on G2.com.

I don't find it that user-friendly for customers and even those that set up accounts have issues in the future, which creates more work for us in the end. Also, it creates extra work for us to constantly have to drop documents in their folders for access to current documents. Maybe for commercial lines it's good, but for personal lines, I don't really like the product. Review collected by and hosted on G2.com.

I like InsurLink's ability to be customized and its effectiveness in taking many tasks off our customer service team with self-service options for certificates and claims. I also appreciate how easy the initial setup was. Review collected by and hosted on G2.com.

I wish InsurLink would give the client the ability to pay invoices or billing. Since a client can already get docs and claims, it would be nice if they could make payments as well. Review collected by and hosted on G2.com.

It’s an easy platform to show to clients. Review collected by and hosted on G2.com.

It’s very basic. Not a lot of customization available. Review collected by and hosted on G2.com.

The user end experience interface for our clients and the convenience of having all docs in one spot for them. Review collected by and hosted on G2.com.

We’ve noticed that clients cannot go and modify certain holders due to clerical error. They have to go and make a whole holder and that causes duplicates in the system. Review collected by and hosted on G2.com.

Being able to attach policy docs in the system Review collected by and hosted on G2.com.

I wish it was more automated, we have to attach all policies and endorsements manually Review collected by and hosted on G2.com.

Interface is great for the customer and easy to use Review collected by and hosted on G2.com.

admin setup could be easier to use and there are many options Review collected by and hosted on G2.com.

I love the convenience of getting policy documents. Review collected by and hosted on G2.com.

No problems Nothing at this time that I can think of. Review collected by and hosted on G2.com.

Ability to send documents securely & allow them to issue their own certificates Review collected by and hosted on G2.com.

Need additional MFA options, also way for agency/insured to authenticate a new phone when using PingID app for MFA Review collected by and hosted on G2.com.

Workflows that help our account managers. Review collected by and hosted on G2.com.

Nothing. It is a great platform that we use. Review collected by and hosted on G2.com.