Brokers - Agents - Policyholders
The Digital Insurance Platform
ClientDesk is a white-label platform built on three core modules:
Policyholder Engagement, Self Service and FNOL Management.
The platform uses real-time API service calls to integrate with
Broker Management Systems, Policy Admin Systems and other Third Party Services.
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 a 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
Industry Recognition's & Features
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.
360 Adelaide St W – Suite 100
Toronto ON, M5V 1R7