online access

to insurance

policy documents

Revolutionizing the bRokeR-client Relationship

InsurAccess is a user-friendly, web-based client portal for insurance brokers and their clients. It enables brokers to store, organize and share insurance policies and all related documents with their clients online through an SSL encrypted connection and a secure database that is accessible 24/7. Insurance schedules

and premiums can be downloaded in an excel format. The application is entirely web-based and can be accessed and managed without any additional software or infrastructure. Brokers can offer users access to the client portals from their own website to increase web traffic and improve their brand loyalty. InsurAccess

allows brokers to provide a higher quality of service to their clients while building long term relationships by keeping brokers and clients updated through real time communication.

Access all insurance policy documents from

anywhere, anytime

Secure Documents

Insurance policy documents are protected under our state of the

art security system.

Download Documents

InstantlyDownload all insurance

documents at one time from the policies summary page.

Unlimited Users, Unlimited StorageUpload countless policies and invite an unlimited number of users to your InsurAccess portal.

Store, Organize and Share Insurance PoliciesArchive and access all insurance policy documents in one confidential library.

Keep Employees and Clients Updated Receive email notifications whenever comments or documents are posted through the IA Messenger.

keYFeatuRes

An InsurAccess client portal is an electronic gateway to insurance policy documents and related information. Brokers can set up an unlimited amount of client portals. Administrators have the ability to designate broker users to manage client portals and can invite client users to access them.

client poRtal

Within a client portal the assigned broker user can upload, edit, print, store and organize all insurance policy documents for their client users to view and download. The InsurAccess file management system enables a universal search to view, edit, download and delete insurance policy documents while securely archiving them within the client portal. InsurAccess users can download their insurance schedules and premiums in an excel format.

policY DocuMent uploaD

ia MessengeR

All users assigned to the same client portal can communicate with one another in real time through the IA Messenger. They receive email notifications whenever messages or files are sent. Users can reply from the IA Messenger or they can post directly from their email inbox onto the IA Messenger thread. All messages sent and received are archived within the client and broker users email accounts.

InsurAccess is a password protected portal that is accessible through computers and mobile devices. The application is available for download in the Apple Store, Google Play and Blackberry World. Client portals can be accessed from the broker’s company website to drive traffic and increase brand loyalty.

All transactions are SSL encrypted and protected for maximum security. Files are stored through the Amazon Simple Storage Service, which prevents data loss from malicious actions or infrastructure errors. InsurAccess’ state of the art security system enables international access while keeping client information safe.

secuRitY

accessibilitY

t

InsurAccess is the first of its kind. Brokerage firms can improve their broker-client relationships by providing clients access to a confidential online library of their insurance policy documents while offering real time communication and personal interaction. Brokers and clients can instantly access all of their insurance policy documents in one convenient library, saving users time, energy, and money. The IA Messenger allows clients to have personal interactions with their brokers while everyone is kept updated through the client portal

and email notifications. InsurAccess operates under a state of the art security system with SSL encryption to protect transactions and important information. The straightforward, easy to use interface is entirely web-based and does not require any additional software or infrastructure to function, so users do not need technological experience to use it. Brokerage firms can improve brand loyalty, increase their website value and facilitate web traffic by enabling access to their client portals directly from their corporate website.

a long aWaiteDsolution

Contact us to discuss offers, pricing, and your InsurAccess optionsphone: +1 914 600 7227 email: sales@insuraccess.com

Sign up for our 30-day free trial today through our website: www.insuraccess.com

A WEBCBG New York Product