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Brokers - Agents - Policyholders
The Digital Insurance Platform
ClientDesk is Canada’s leading software platform for independent insurance brokerages that powers core functions of the digital insurance experience such as Engagement, Self Service, and Claims Management. We provide web portals and mobile apps for policyholders and front-line staff such as brokers and CSR’s.
The platform can also be integrated with legacy policy administration systems through web services calls, enabling the real-time transfer of policyholder data and activity logs.
Engagement
Connect with your clients directly through our live chat system. Send customized marketing campaigns and status updates through push notifications and pre-built email templates.
Self-Service
Allow your policyholders to manage their policy on-the-go by putting digital documentation at the forefront. E-Docs, Digital Pink Slips, Policy Change Requests, Service Network Access & more.
Claims Management
Manage First Notice of Loss forms directly from policyholder’s app and web portal. Process rich-media enabled claim submissions with picture, video and audio statements in a few clicks.
Consumer-First Solution
Custom Branded Platform
We build with your brand and deploy.
You market and service!
- Instant Web & Mobile Access to Policies
- Department or Broker Connected Live Chat
- Rich Media FNOL Claims Intake
- Simplified Policy Change Requests
- Fingerprint Authenticated Vault
- Policy Documents & Digital Pink Slips
- Push Notifications & Email Marketing Campaigns
No more batch processing!
Real-Time Data Sync
ClientDesk provides seamless integration between our platform and your data.
- Real-Time Policy Data & Document Transfer
- Fully Automated Activity Logs & Suspense/To-Do’s
- Securely Hosted Cloud Data Access 24/7
- Smart Legacy Data Cleansing & Mapping
- Secure API Calls
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Digitized Brokerages
Our Customers
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