portal Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 20 Jul 2021 14:10:54 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico portal Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Add Client Portal button on Agency website https://www.insuredmine.com/knowledge-base/add-client-portal-button-on-your-website/ Sun, 12 Apr 2020 05:39:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3500 Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on your agency website. By clicking on the button, the insured can get to the login page to input their email address as ID and password credentials. After successful login, you […]

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Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on your agency website.
By clicking on the button, the insured can get to the login page to input their email address as ID and password credentials.
After successful login, you will be able to access the client portal.

The post Add Client Portal button on Agency website appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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