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Reinventing the broker-client relationship Client

Broker Store, Organize and Share Insurance Policies

Instant Documents Access

Give clients access to a userfriendly, secure library of their insurance policy documents

View, download or share selected insurance documents anytime.

Unlimited Users Store policies and related documents, and invite an unlimited number of users to your InsurAccess portals.

Easy to Use Clean, straightforward design makes accessing policies quick and easy.

Connect Clients and Broker Servicing Teams Communicate in real-time via the IA Messenger and receive email notifications when comments or documents are posted.

InsurAccess is a user-friendly, web based client portal for insurance brokers and their clients. This effortless portal saves users time and energy and gives brokers an advantage over their competitors. InsurAccess enables brokers to store, organize and share insurance policies and related documents with their clients 24/7 through an SSL encrypted connection and a secure database. Brokers are able to offer their clients

easy access to their policy related files via a Client Login, accessed from the brokers’ website, while increasing web traffic and ensuring brand loyalty. Documents can be uploaded, viewed, downloaded, sent to a third party or printed from the portal while policy summaries can be exported to excel. The application is entirely web-based and can be accessed via desktop, tablet or mobile device with no extra software required.

Access via Desktop, Tablet, or Mobile Device No extra hardware or software required, InsurAccess gives 24/7 access to uploaded documents on the go.

InsurAccess provides the necessary collaboration tools to fulfil a client’s high demands for immediate service while building a positive, lasting client-broker relationship.


Give clients userfriendly, instant access to their insurance policies

keY FeatURes CLIENT PORTAL An InsurAccess client portal is a private web portal to access insurance policies, and related documents with a simple and user friendly interface. The web portal allows brokers to provide a higher quality of service to their clients by providing them with 24/7 instant access.

DOCUMENT MANAGMENT Within a client portal, the assigned users on the broker’s side can upload, edit, and store insurance policy documents for their client to view and download. The InsurAccess file management system enables a universal search to quickly view and download insurance policy documents while securely archiving them within the client portal. Clients can also download their insurance schedules and premiums as a spreadsheet.

COMMUNICATION IA Messenger facilitates conversations between client and broker users assigned to the same client portal. Users receive email notifications when messages or files are posted and can reply from the messenger or post directly from their email.

accessibilitY The client portal is a password protected area that is accessible through desktop computers, tablets and mobile devices. The application is available for download in the Apple Store and Google Play. Each portal can be accessed from the broker’s company website to drive traffic and increase brand loyalty.

secURitY All transactions are SSL encrypted and protected for maximum security. Files are stored through the Amazon S3, which prevents data loss from malicious actions or infrastructure errors. All activities in the portal are reported on the brokers’ dashboard. InsurAccess’ state of the art security system enables remote access over the Internet while keeping client information safe.

a long aWaiteD solUtion Be one of the first brokerages to offer clients online access to their insurance policy documents via a secure, user friendly web portal 24/7. Increase productivity and improve the client-broker relationship by providing clients with immediate access to requested information and communicating effectively through real time tools such as the IA Messenger. InsurAccess operates under a state of the art security system with SSL encryption to protect transactions and confidential information. The straightforward and user friendly interface is entirely

web-based and does not require any additional software or infrastructure. By offering a client login on its broker corporate website, the brokerage firm ensures brand loyalty and increases website business value as well as making it easy for the client to access their policies and related documents. InsurAccess combines document management with customer relationship management into an affordable and productive solution for insurance brokers and their client.

Contact us to discuss your customized InsurAccess solution. phone: +1 914 600 7227 email: Sign up for our 30-day free trial today through our website:

Š 2014 WEBCBG New York

InsurAccess Brochure  
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