Guide: Mobile Apps
Catalyit Platinum Provider Since 2022 | Last Updated June 2024
Become the agency known for customer service with InsurLink. Connect with your clients and empower them to do business with you when, where, and how it works best for them.
Features & Quick Stats
Core Business: Automating and simplifying insurance solutions.
How InsurLink Helps Independent Agents/Brokers: Using InsurLink, agencies can provide their clients with a digital experience through a branded self-service portal. Clients can access information when and where they want, reducing time spent on service calls and improving employee productivity. Customer retention is improved while reducing E&O risk. Improve clients’ experience and meet their expectations by being faster, more transparent, and more accessible.
Key Features:
- 24/7 digital access for your clients
- Data synchronized in real time
- Secured documents
- Branded for your agency
Videos:
Website: vertafore.com
Contact: [email protected]
Headquarters: Denver, CO
Area of Operations: Nationwide
Partnerships: View all Association & Network Partners
Family of Products
Catalyit Team Review
Secure & modern platform designed to enhance the digital experience for insurance agencies
Published: July 19, 2024
What we like:
- Reduced risk: InsurLink can be integrated into the agency workflow from the beginning, demonstrating a commitment to responsible data handling even before a prospect becomes a client.
- Personalization and customization: The ability to tailor the platform to each client and their business segments enhances the overall experience.
- Email reduction: By minimizing the use of email for sharing client-specific data, InsurLink improves security and efficiency.
Things to consider:
For agencies with a compatible tech stack, InsurLink offers seamless integration with various industry products, enhancing its value and utility.
Summary:
Developed by Vertafore, InsurLink is a cutting-edge solution designed to enhance the digital experience for insurance agencies and their clients. By offering a secure and modern platform for sharing, managing, and communicating with clients, InsurLink empowers agencies to provide a personalized and efficient service.
Key Features:
- Customizable Client Portals: Agencies can tailor the look and feel of each client’s portal, including branding with their logo, sharing specific data, and communicating in a way that aligns with the unique needs of different business segments.
- Secured Document Sharing: With robust security options, agencies can control access to sensitive documents, reducing the reliance on email for client-specific data exchange.
- 24/7 Digital Access: Clients can access their information and make requests around the clock, ensuring they have the support they need whenever they need it.
Final Thoughts:
InsurLink is a great tool for modernizing the client experience in the insurance industry. By streamlining internal processes, reducing data duplication, and saving time and money, agencies can meet and exceed their clients’ evolving expectations. With secure, 24/7 access to essential insurance documents from anywhere worldwide, clients are empowered to take control of their insurance experience and enjoy a hybrid experience that combines the best of technology with the personal touch of a dedicated agent.
* Unbiased review based upon information and insights available.
Vertafore – InsurLink Videos
InsurLink Demo
InsurLink Product Pitch
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Vertafore Resources
User Community
NetVU connects Vertafore users to share experiences, workplace needs, and professional goals. As a benefit of using Vertafore technology solutions, Vertafore customers are NetVU members at no cost.
Compare InsurLink to other solutions on the Catalyit Mobile Apps Guide.
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