Insurance Services

Cover Cloud Insurance offers a full spectrum of coverage options—from health to property and auto insurance. This client portal empowers policyholders to manage coverage, submit claims, access policy documents, and stay on top of payments—securely and efficiently through Zoho CRM, Books, WorkDrive, and Desk.

Dashboard
Dashboard

A personalized, modular dashboard that adapts to each user. Combine dynamic merge fields, rich media (like images and videos), and embedded tools or pages via iframes—powered by Zoho data to deliver a seamless, branded client experience.

My Policies
My Policies

View active and expired policies, coverage summaries, and renewal dates. Details are dynamically pulled from Zoho CRM records for accuracy and personalization.

Documents
Documents

Access and download policy documents, claim forms, and coverage certificates. Securely organized via Zoho WorkDrive for each client.

Billing & Payment History
Billing & Payment History

View invoices, installment schedules, and payment receipts. Real-time updates from Zoho Books ensure financial clarity and compliance.