How is Installing a Client Login Portal Beneficial?

Insurance agencies can benefit immensely from the use of online client login portals. Client and policy management is one of the most important aspects of your business. If you can’t properly handle clients in an organized way, not only does your business suffer but the safety of your client’s information is at risk as is your proprietary information. Gating client dashboards through login portals can save you money and offer security.

There’s a lot to be gained from secure client portals. We’ve outlined some of those benefits below to help you on your decision to add a secure client portal to your online presence for your customers. Remember that not all client experiences or insurance agencies are created the same so different aspects of this are going to resonate more or less with you. But take a look and decide if a secure client portal is the way to go.

A Privileged Client Experience

One thing that gated login portals for clients offer is the sense of privilege for your clients. They’re getting a unique and secure experience that’s only available to those that are part of the organization. It also makes them feel secure and makes you seem like you’re incredibly professional. It does wonders for their experience as a client in your organization. Even if you do something as simple as place client information behind a login portal, that can do wonders for their experience with your website.

Access to Training and Assistance

A secure login portal is a place where you can place secure information and training material for your clients. Rather than hosting it publically or through a secret URL that someone could still stumble on, you can place the training and other onboarding materials behind a secure login. This is great for organizational purposes and great for security purposes. It also makes the process easier on your clients as they try to locate different materials and assets on your website.

Protection for Proprietary Information

Gating much of your client content behind a login can be crucial for protecting your company’s incredibly proprietary information. These are things you want your clients, and only your clients, to have easy access to. What better way to ensure only clients are using the information by putting it behind a secure login? It’s an easy fix to any concerns you may have about security and safety online for your information.

Consider getting from your company some form of client management software and some form of online login portal for your clients to securely and easily access their information. Keep yourself and your clients protected while offering a great client experience and a boost in your reputation as a professional and safe company.

At Agency Automation Team, Inc., our goal is to give you an easy, single-entry, efficient and integrated system with our CP Manager. It’s hosted completely online with nothing to install and you can run the full system from any device. Contact us for more information today!