Policy view
Ready on site.
Hotel feature
Client portal: for insurance and financial advisors
After a secure login the client sees their policies, documents and appointments and can report a claim and upload documents. Phone traffic falls.
- English and the community languages your customers speak
- USD, sales tax and local levies
- Data protection under CCPA
Clients reach their own file
Only what the firm opens appears in the portal; the client sees a policy summary, upcoming deadlines and shared documents. Messages are written in a secure channel and kept in the file, so sensitive documents need not be emailed.
Your benefits
Document upload
Stays on record.
Claim reporting
At every step.
Portal in the languages your customers speak
Save time.
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
US specifics
Portal access can be protected with two-step verification; the method is chosen per the firm’s risk assessment.
Frequently asked questions
Do family members log in separately?
Yes; each person sees things with their own permission or under a family account.
Related topics
Document management
Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and documents are searchable.
Learn moreAppointments and calendar
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them.
Learn moreClaims tracking
The client’s claim report is recorded, passed to the insurer and followed step by step.
Learn more