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! Feel free to send us a message here or visit us at our office in the heart of downtown Toronto.If you are interested in integration opportunities, please fill out the contact form below with as much information as possible and we’ll get back to you ASAP!


Toronto Office
360 Adelaide St W – Suite 100

Toronto ON, M5V 1R7

Email
info@clientdesk.co