Branded client portal
Clients see your agency name, colors, and portal, with ClaimParrot invisible to them.
For insurance brokers
Offer claims support as a retention product, not a favor.
ClaimParrot lets agencies offer a branded support portal that helps clients organize claims, understand policies, and feel taken care of when retention is on the line.
Editable drafts. Human review before delivery.
Client claim file
CP-3114 · Fictional sample · no real client
ClientFictional Bakery LLC
PolicyCommercial property · business income
Claim statusSettlement offer under review
Open questionEquipment replacement cost · 3 line items
Client updatePlain-English summary drafted · not sent
DeadlineResponse date stated in the carrier letter
Next actionBroker review · then the client update
The workflow
From intake to a reviewable packet.
- 01
Invite clients
Bulk invite clients or share a branded portal link after policy binding and renewal conversations.
- 02
Store policies
Upload client policies and keep plain-English summaries ready before a claim happens.
- 03
Protect retention
When a claim gets stressful, your agency remains the visible guide with a support system clients remember.
Built for the work
Less packet assembly. More informed review.
The interface keeps the notice, evidence, deadline, draft, and approval state connected to the same case.
Client invite engine
Share access by CSV, direct invite, or one link your producers can include in onboarding.
Monthly claims report
Send clients a branded PDF summary of active claims, deadlines, and documents.
Automated check-ins
Helpful claim-status check-ins can come from your agency name, not a generic vendor.
A recurring workspace
Keep the team, evidence, and next action aligned.
Designed for recurring claim operations, with a clear human approval boundary around every generated packet.
Professional plans
From $79 / month billed yearly
Provider Starter, Team and RCM Partner tiers are listed on the pricing page, billed annually or monthly. Broker workspaces add a branded portal, policy storage, client invites and review-before-send delivery controls. Plans begin with a plan-fit conversation, not a free trial.
Example workflows
What the workflow organizes.
Representative product examples, not verified customer outcomes.
Example retention workflow
Use the portal as a retention touchpoint: policies, claim status, documents, and next steps under the agency brand.
Branded portal and policyholder support
Example renewal workflow
Renewal conversations get easier when clients can see organized policy summaries and active claim support in one place.
Policy storage and claim support for agency clients
Questions
Questions brokers ask
No. Broker portals are white-labeled with your agency name, logo, and colors.
Client-account limits are set in the plan agreement during the plan-fit conversation, alongside seats and packet volume.
Yes. Agencies can upload policy documents on behalf of clients and share access through the portal.
Reviewed by a person.Every packet.