Secure, token-based portal links let your clients view their policies, download documents, and access certificates of insurance anytime — verified by phone number, branded with your agency logo, no passwords to remember.
Active Portal Links
284
+32 this month
Portal Visits (30d)
1,847
+18% vs prior
Documents Viewed
4,291
Certificates #1
Support Calls Avoided
~310
Est. this month
What it is
Your clients want to download a certificate of insurance at 9 PM on a Sunday. Your office is closed, and they shouldn't need a username and password to get it. Insurstein's client portal uses secure, token-based links with phone verification — your clients get instant read-only access, and you stop fielding routine document requests.
Send clients a secure portal link via email or SMS. They verify their identity with their phone number — no account creation, no password resets, no forgotten credentials. The token expires after 90 days and can be regenerated anytime.
The portal displays your agency logo in the header, giving clients a professional, branded experience. They see their active policies, download documents, and access certificates — all without calling your office.
Core capabilities
Generate unique portal URLs with built-in 90-day expiration for secure, time-limited access.
Each client receives a unique, cryptographically generated URL that grants access to their specific records. Tokens expire after 90 days and can be revoked or regenerated at any time. No database of client passwords to manage or protect.
Verify client identity using their registered phone number before granting portal access.
When a client clicks their portal link, they're prompted to verify their identity by confirming the phone number on file. This lightweight verification step ensures that only the intended recipient can view their insurance information — without the friction of full account registration.
Clients can view policies, coverages, and effective dates without the ability to make changes.
The portal provides a clean, read-only view of active policies including carrier name, policy number, effective and expiration dates, coverage summaries, and premium information. Clients get the information they need; only your agency team can make modifications.
Clients download dec pages, certificates of insurance, and uploaded documents on their own.
Every document you've attached to a client's record — declaration pages, certificates of insurance, endorsements, loss runs — is available for download in the portal. Clients can self-serve their certificate requests instead of calling or emailing your office.
Your agency logo and name appear in the portal header for a professional, white-labeled look.
Upload your agency logo and the portal automatically displays it in the header alongside your agency name. Clients see a cohesive, branded experience that reinforces your professional identity — not a generic third-party platform.
Track which clients use the portal, how often, and which documents they access most.
See which portal links are active, which clients have visited, their last access date, and which documents are downloaded most frequently. Use this data to identify clients who may need a portal link refresh or a reminder that self-service access is available.
What they don't do
Stop manually generating and emailing COIs every time a client or third party requests one — let them download it themselves.
Eliminate the cycle of clients calling your office to request copies of dec pages, ID cards, or policy summaries.
Replace insecure shared folders that lack access controls, audit trails, and automatic expiration.
Stop paying for a separate portal product that requires its own login system and doesn't integrate with your AMS.
Reduce the volume of after-hours voicemails from clients who just need a copy of a document or want to check their coverage dates.
Eliminate the support burden of managing client usernames, passwords, and the inevitable forgotten credential calls.
What it takes off your plate
Automatically generates secure portal tokens, tracks their 90-day expiration, and alerts you when links need to be refreshed.
Handles the identity verification process so clients prove who they are without your team needing to intervene.
Documents attached to client records in the AMS are automatically available in the portal — no separate upload step required.
Logs every portal visit, document view, and download so you have an audit trail of client self-service activity.
Send portal links via email or SMS directly from the client record with one click — no manual URL copying needed.
Applies your uploaded agency logo and name to the portal automatically — no design work or configuration required.
A day in the life
6:45 AM
A general contractor needs a certificate of insurance for a job site walkthrough at 8 AM. They click their portal link, verify their phone number, and download the COI — all before your office opens.
9:30 AM
After binding a new commercial package, you generate a portal link and send it to the client via SMS. They'll have 24/7 access to their policies and documents within seconds.
12:15 PM
Insurstein flags that 8 portal tokens expire this week. You regenerate them in bulk and send refreshed links — clients never experience a broken link.
3:00 PM
A property manager logs into the portal to verify their building coverage limits before a lender meeting. They get exactly what they need without calling your office.
5:30 PM
Check the portal dashboard: 62 visits this week, 41 document downloads, and zero support calls related to document access. The portal is paying for itself in time saved.
Daily impact
Portal Visits Today
Documents Downloaded
Support Calls Avoided
Time Saved
Insurstein's client portal gives policyholders secure, branded, 24/7 access to their policies and documents — cutting support calls and freeing your team to focus on selling and servicing.