Insurance Broker Client Portal: Policies, Certificates, Claims and Renewal Updates

An insurance brokerage client portal answers the calls you get most: 'can you send my certificate', 'where is my claim', 'what do you need for renewal'. Describe what your clients should see to Mythex and it builds the portal with logins, per-client documents and a staff side.

Who it's for

Brokerages placing commercial and personal cover that email the same certificates and schedules repeatedly, chase renewal information by phone, and want clients to help themselves outside office hours.

What you can build

Each client's policies with insurer, cover and renewal date
Schedules and certificates to download
Uploads for fleet lists, property schedules and claims photos
Claim reporting with status and next step
A renewal questionnaire each year
A staff view of every client and outstanding requests

Certificates when the client needs them

A contractor needs proof of liability cover to get on site this afternoon; a landlord needs the buildings certificate for a mortgage. Put every current certificate and schedule in the portal, newest first, so clients download them on a Saturday. Replace documents at each renewal and keep the old ones under history.

Claims with a visible status

Let clients report a claim with the date, what happened, photos and the policy it relates to. The broker updates the status as the insurer responds: reported, with insurer, adjuster appointed, settled. Clients stop calling to ask, and you have a record of every step.

Incident date and description
Photos and estimates uploaded
Status updates from the broker

Renewal facts before the renewal

Each year, ask clients to confirm the facts insurers rely on: turnover, staff numbers, vehicles, alterations, claims. A questionnaire in the portal two or three months before the date gives you time to remarket.

Mistakes to avoid

Do not email documents as a substitute; link to the portal. Do not let a company's staff see personal policies of its directors. And check the data retention and security rules that apply where you operate before you store claims files.

A prompt to start from

Build a client portal for my insurance brokerage. Each client logs in to see their policies with insurer, cover and renewal date, download schedules and certificates, upload fleet lists or property schedules, report a claim with photos and follow its status, and complete a renewal questionnaire 90 days before each renewal. Staff see all clients and open requests.

Questions

Is a client portal secure enough for policy documents?

Each client sees only their own records behind a login, and staff access can be limited by role. Check the security and retention rules where you operate.

Can business clients have several users?

Yes. A company account can have several logins, for example an owner and an office manager.

Can the portal connect to our broker system?

If your system exports data or offers an API, it can be connected or imported. Many brokerages start by uploading documents per client.

Do I need to code?

No. You describe the portal and change it by chatting.

What does it cost?

The Free plan needs no card. Pro is $25 a month and adds a custom domain, code editing, export and more credits.

Templates to start from

Expense Claims App Template — Receipt uploads with policy checks
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Quote Generator Template — Line-item pricing, secure client links
Pet Boarding Site Template — Booking wizard with client dashboard