Digital Distribution & Support Simplified

ClientDesk is a platform built for insurance carriers, brokerages, and agencies that powers core functions of the digital insurance experience such as Engagement, Self Service and Claims Management.

 

We provide white-labeled policyholder web portals and mobile apps, as well as a management dashboard used internally by brokers and insurance agents.

Platform Features

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  • BRANDED MOBILE APPS

    Brokerage/Insurer branded company apps available in App Store & Google Play with an easy registration process to access customer data.
  • LIVE CHAT

    Receive notifications and email alerts from chat requests directed to alpha-split based brokers/agents system. Policyholders can save and view chat history.
  • E-DOCs & POLICY DOCUMENTS

    Push policyholder-facing electronic documents and upload policy/personal documents directly into the apps.
  • RICH MEDIA CLAIMS

    Intake and manage claims sent by policyholders. Policyholders can simply upload: FNOL Data, Rich Media Content: Pictures, Videos & Audio with a guided process.
  • MARKETING & OUTREACH

    Engage with policyholders; send reminders, newsletters or simply ask a question with in-app prompts and email notifications using our Prompts feature.
  • POLICY CHANGE REQUESTS

    Intake and manage policy changes requested directly from the apps. Requests will be sent through email and dashboard notifications.

Platform consists of a broker and agent administrative web dashboard to manage all requests and engagements.
Book a demo today!

Real-Time BMS/PMS Integration

ClientDesk is fully integrated with Broker/Policy Management Systems to allow for seamless integration between our platform and your policyholder data.
  • Fully Automated Activity Logs & Suspense/To-Do’s
  • Securely Hosted Cloud Data Access 24/7
  • Real-Time Data Transfer
  • Smart Legacy Data Cleansing & Mapping
  • Secure API Calls

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Industry Recogintions, Features & Accelerators

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Book a Demo

We’re friendly people, don’t be afraid to say hi! Get in touch with us to schedule a live demo session.


Toronto Office
360 Adelaide St W – Suite 100

Toronto ON, M5V 1R7

Email
info@clientdesk.co






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