Give your clients visibility into what you're working on. Secure, simple, and no login required.
When you create a task for a client, check "Share with client" to include it in their portal.
First-time clients receive a welcome email with their secure portal link and PIN.
Clients access their portal anytime to see task status and add comments or questions.
When you update or complete tasks, clients are notified automatically via email.
Welcome back,
John Smith
Life Insurance Application - Underwriting
Your application has been submitted to underwriting. Expected decision within 5-7 business days.
Medical Exam Scheduling
Exam completed on Feb 10, 2026. Results sent to carrier.
Beneficiary Designation Form
Please complete and return the attached beneficiary form.
What your clients see - clean, simple, and mobile-friendly
Magic link + PIN authentication keeps client data protected. No passwords to remember, no accounts to create.
Clients see exactly what you're working on for them. Full transparency builds trust and reduces "status check" calls.
Clients can add comments and questions directly on tasks. Keep all communication in one place.
Control when clients get notified: every update, status changes only, or just open/close. You decide.
Clients can check their tasks from any device. Clean, simple interface that works everywhere.
Choose which tasks clients can see. Toggle visibility per task, or set defaults for your workflow.
From onboarding to claims, keep clients informed at every step
Share the checklist of documents needed, forms to sign, and next steps. Clients can track progress and ask questions.
Keep clients informed when they request changes to their coverage. No more "where are we at?" phone calls.
During stressful times, clients need visibility. Show them exactly where their claim stands.
Schedule and track annual policy reviews. Clients see upcoming reviews and can prepare questions.
Tasks, policy updates, pending requirements, appointment requests - your clients see it all in one secure portal. No more scattered emails or phone tag.
Policy Approved
Your application was approved!
In Underwriting
Expected decision in 3-5 days
Document Needed
Please upload bank statement
Client Task Portal is included with the Business plan.