How to Get the Most out of ActiveAgency

24/7 Client Portal

There's a reason we call it ActiveAgency. 🚀

How to get the most out of ActiveAgency

24/7 Client Portal

Today, people expect to be able to work with your insurance agency how and when they want. Now, with ActiveAgency, you can offer clients an easy way to make policy changes, request certificates and more!

Feature Overview

Your new Client Portal is a convenient option to offer 24/7 access to common client service requests. Here’s an overview of the various forms included in your ActiveAgency website.

NOTE: We can integrate Agency Management System (AMS) portal solutions, such as Applied Systems CSR24 or Vertafore AMS360.

Report Claim, Request Policy Change, Request Certificate, Request Auto ID Card

These common forms are front and center. Each one asks for just enough information to get the process started, but can also be customized, as desired. Once submitted, the forms are emailed into your agency.

Pay Bill

We typically link this page to a listing of insurance carriers with direct links to pay bills. However, we can also add the ability for you to securely accept credit card payments directly within your ActiveAgency website. This is a great solution for any consultative or other services you may offer.

Policy Review

Also known as the Annual Review Form, this is a nice way to capture information before the renewal date arrives. The form has “smarts” built into it and asks relevant questions based on your client’s insurance needs. As with all of the forms in ActiveAgency, we can easily edit it to best suit your needs.

Provide Feedback

See 5-Star Reviews and Recommendations.

Refer a Friend

A simple form for existing clients to send you referrals.

Suggested Action Items

  • Tell clients about this new option via email, phone, text and social media
  • Add a link to your email signature so clients (and prospects!) know you offer this convenient feature
  • Send the Policy Review form link to clients a month or two before policy renewal to simplify the process

ActiveAgency Update Request

As an ActiveAgency subscriber, you’re welcome to email, chat or call us. Or, complete the form below. 👋🏻