Client Portal
Insurance
Insurance Positions
Your clients can view their full insurance position across all insurance policy categories.
This includes policy documents, custom videos, category positions, and graphical representation.
Ability to make and manage claims is on its way.
TrainingFinancial Position
Financials
Clients can view/add/update their financial positions.
This includes assets, liabilities, expenses and income.
Tracking income vs expenses vs asset purchasing goals across time helps you and your clients understand their financial position clearly.
Training
Document Management
Document Management
Your clients can upload their related files, including personal documents, estate planning, financial recors and attorney documents.
This includes the ability for administrators to load documents that will show up in client's organisation folder
LifeTrack provides facility for all your client needs.
TrainingClient Information
Client Information
Clients can view/update their information.
Information includes address, email, contact information, home ownership and advisor.
Family information about their partner, kids and estate.
Business information about companies they own.
Everytime clients update their details, you as their advisor will recieve notifications.
Training
Organisation Administration
Manage Clients
Manage Clients
Manage your clients' data, documents, insurance, finances and communicate directly.
Search clients. See what data changes they have made. Email clients via templates.
Update client data, and notify your clients directly.
TrainingChat
Direct Message
In addition to both notifications and emails, you can chat directly with clients.
LifeTrack includes full chat functionality.
Online clients can iniatiate a chat with you, or vice versa.
Training
Customize Your Organisation
Customize Your Organization
Your logo, company name and theme will be displayed in all client communication and web interaction.
Clients will seemlessly login to your portal.
Multiple themes available for selection. Upload logo, email banner, configure your company description, its all there.
TrainingMultiple Features
Multiple Current & Future Features
And this is just the beginning. Track user sign-ups, interactions, communication.
Create unlimited advisors, connect clients to advisors.
Export data changes, pull data via API to connect your systems.
CRM and Claim functionality coming. Talk to us today.
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