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Welcome to the Future! Introducing the New Customer Portal: Your Policy, Your Client, Your Control.
Welcome to the Future! Introducing the New Customer Portal: Your Policy, Your Client, Your Control.

Discover the new customer portal at Apizeal and all it has to offer.

Katherine avatar
Written by Katherine
Updated over a week ago

In today's world, technology is transforming the way we do almost everything. From online shopping to managing our finances, digital advancements have revolutionized how we interact with the world around us. So, why not bring this revolution to the realm of health and life insurance?

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At Apizeal, we are excited to introduce our brand-new Customer Portal, a tool that will change the way insurance agents and agencies connect with their clients.

Convenience at Your Fingertips, and Your Clients' Fingertips

Imagine a place where your clients can easily access and update the most pertinent information in their policies: uploading documents, updating personal details, changing addresses and phone numbers...

Furthermore, they can view all their active policies: prices, coverages, family members, applicants, and more.

That's precisely what our customer portal offers. Convenience becomes the norm, and information is available 24/7, 365 days a year.

No longer do you have to wait for an agent to call you (or for a client to return your call); now, the information is at your fingertips.

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Empowering Clients

The new customer portal not only provides convenience but also empowers your clients. They can now make informed decisions and stay up-to-date with real-time changes in their policies. They can compare quotes, review important documents, and access resources that will help them better understand their insurance.

Transparency and Trust

Transparency is key to building a trusted client-agent relationship. With our customer portal, information is clear and easily accessible. Clients can review their policies, stay informed about updates, and feel confident that they are in control of their health and life insurance.

Beyond Policies

Our new customer portal is not just about numbers and documents. It's also a space for engagement. Clients can communicate with their agents, ask questions, and receive quick responses. They'll have the option to connect with you directly via WhatsApp, strengthening trust and facilitating communication at all times.

Your Success is Our Goal

At Apizeal, we believe that our users' success is our success. With this new version of the customer portal, we are committed to helping you provide exceptional service to your clients.

We provide you with the tools to offer an insurance experience tailored to the digital age, where convenience, security, and efficiency are the norm.

You don't have to worry about a thing—Apizeal takes care of it all.

Once your client fills in the necessary information or uploads a document through their portal, everything is automatically and immediately reflected in your Apizeal account. No need for extra steps; you'll have the policy form ready in seconds.

And if you're wondering, "How can I ensure that active policies are not modified?" We've got you covered! You can activate and deactivate permissions so that your clients can or cannot update sensitive information.

Every detail is carefully considered to offer you the best user experience tailored to your specific needs.

The future is here, and we're building it together.

The new customer portal is available with a subscription to the Marketing Bundle service. To learn more details, click here.

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Have questions? Contact us through the support chat from your Apizeal user account. The chat is available from Monday to Friday during office hours.

You can also write to us through the contact form available 24 hours a day. You will receive an answer as soon as possible 🤓👍🏼.

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