A portal your clients actually use
Stop being the bottleneck for every status update. Give clients a clear, branded portal to see their cover, follow claims, review proposals and reach you directly.
Everything the client needs, in one place
Policies, claims and proposals in a single, always-current view — with an 'action required' dashboard that surfaces exactly what needs the client's attention. Fewer status calls, faster decisions.
- Policies & cover
- Claims progress
- Proposals to review
- Action-required dashboard
Review, approve and talk — without the email tennis
Send a proposal and the client can review it, request changes and approve, all in the portal. Conversations stay on-record against the right client, so nothing important lives in a personal inbox.
- Online proposal approval
- Request changes in-context
- On-record messaging
- Branded to your firm
Review the cover and premium, then approve or request changes.
Self-service that strengthens the relationship
Clients get clarity and control; your brokers get their time back.
Policy visibility
Clients see their policies, cover and key dates — a single, always-current view.
Claims visibility
Follow a claim's progress without phoning the broker for an update.
Review & approve proposals
Send proposals to clients to review, request changes, and approve online.
Broker messaging
A direct, on-record line between client and broker — no lost email threads.
Renewal reporting
Give clients clarity on what's renewing and when, ahead of time.
Action required
A clear dashboard of what needs the client's attention, so nothing waits on them unseen.
See ConnetikIQ run your brokerage
Book a walkthrough and we'll show you policies, claims, trust accounting and renewals working together on one platform.