Insurance client service desk

24/7 Client Assistance Portal

Clients can report claims, upload evidence, ask approved insurance questions, and leave after-hours instructions. Brokers get a clear morning dashboard with cases, tasks, summaries, documents, and audit history.

Open Combined Access Broker Login Client Login

How it works

One portal, two front doors

Clients get instant help. Brokers get an organized morning. Both sides share the same secure case record.

For clients

  1. 1
    Open your linkTap the secure access link your broker sent. No app store required.
  2. 2
    Answer a few questionsReport a claim, ask a covered question, or leave instructions in a guided wizard.
  3. 3
    Attach evidenceUpload photos, police reports, or invoices straight from your phone.
  4. 4
    Get confirmationYour broker is notified immediately and follows up with next steps.

For brokers

  1. 1
    Sign in to your dashboardSee every open case, task, and unread message in one place.
  2. 2
    Triage the morning queueNew claims, after-hours notes, and quote requests are pre-sorted by urgency.
  3. 3
    Review documents & historyEvery upload, message, and status change is logged with a full audit trail.
  4. 4
    Close the loopUpdate the client, mark tasks done, and move on to the next case.

Everything in one place

Built for real insurance workflows

Secure, server-managed sessions Django-backed auth with signed cookies, Redis-backed sessions, and role-based access for clients and brokers.
Guided claims & questions Motor, medical, property, travel, and more, each with the right follow-up questions built in.
Document & evidence intake Clients attach photos, receipts, and reports directly to their case, with no email attachments to lose.
After-hours coverage Instructions left overnight land straight in the broker's morning queue, sorted by urgency.
Full audit history Every status change, message, and document is timestamped and traceable for compliance.
Installable & offline-ready Add the portal to your home screen and keep working even with a patchy connection.

What people say

Built around client and broker feedback

"I reported a claim and uploaded photos from my phone in a few minutes, no phone tag needed."

Motor insurance client

"The morning queue sorts urgent cases first, so nothing sits unread overnight."

Broker, general lines agency

"Leaving after-hours instructions felt like emailing my broker directly, and I had a reply by morning."

Property insurance client

"Every document and status change is logged, which makes audits far less stressful."

Broker, health & travel lines

Ready to get started?

Open combined access to explore both sides of the portal, or jump straight to your login.

Open Combined Access Broker Login Client Login