InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Client Portal button on Agency website

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.

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