In today’s world, technology is transforming the way we do almost everything. From online shopping to managing our finances, digital advancements have revolutionized the way we interact with the world around us.
So, why not bring this revolution to the world of health and life insurance?
At Apizeal, we’re proud to introduce our Client Portal, a tool that redefines how insurance agents and agencies connect with their clients.
1. Convenience at Your Fingertips, and Theirs
Imagine a space where your clients can easily access and fill out the most relevant policy information: upload documents, provide personal details, update addresses and phone numbers…
They can also view all their active policies: prices, coverage details, family members, dependents, and more.
That’s exactly what our Client Portal offers. Convenience becomes the standard, and information is available 24/7.
No more waiting for a call from an agent (or for a client to respond); now, everything is just a few clicks away.
2. Empowering the Client
The Client Portal does more than offer convenience — it empowers your clients. With this tool, they can make informed decisions and stay up to date with real-time changes to their policies. They can compare quotes, review important documents, and access resources that help them better understand their insurance coverage.
3. Transparency Builds Trust
Transparency is essential for building trust with clients. With our Client Portal, information is clear and accessible. Clients can verify their policy details, stay informed of updates, and feel confident that they’re in control of their health and life insurance.
4. Beyond the Policy
Our Client Portal isn’t just about numbers and documents, it’s a space for connection. Clients can communicate with their agents, ask questions, and get quick responses. They’ll even have the option to contact you directly via WhatsApp, strengthening trust and making communication easier than ever.
Your Success Is Our Goal
At Apizeal, we believe that our users’ success is our success. With the Client Portal, we’re committed to helping you deliver exceptional service to your clients.
We equip you with the tools to offer an insurance experience built for the digital age, where convenience, security, and efficiency are the norm.
5. You Don't Have to Worry About a Thing
Apizeal takes care of everything. Once your client completes a form or uploads a document via their portal, it is instantly and automatically reflected in your Apizeal account.
No extra steps needed, your policy form is ready within seconds. And if you’re wondering, “How do I ensure that active policies don’t get changed?” we’ve got you covered! You can enable or disable permissions for your clients to update or modify sensitive information. Every detail has been thoughtfully designed to give you the best user experience tailored to your needs.
The future Is here, and we’re building It together.
The new Client Portal is available with a Marketing Bundle subscription.
To learn more, click here.
If you have any questions, feel free to contact our support team via the live chat available in your Apizeal user account. The chat is available Monday through Friday during business hours.
You can also reach out to us through the contact form available 24/7. You’ll receive a response as soon as possible 🤓👍🏼.