Insurance Brokers & Agencies

INSURANCE BROKERS
Still Managing Policy Docs, Claims, and Renewals with Email Threads and Shared Folders? That’s a Risk You Don’t Need.

Insurance is about trust, clarity, and timely service. But if your clients are confused, your staff is overwhelmed, and your documents are spread across inboxes… you’re setting your business up for churn, not retention.

ZPortals helps insurance brokers modernize their operations and deliver a polished, professional experience – by turning your Zoho apps into a secure, branded client portal that your clients and team will actually want to use.

The Pain Points Brokers Face Every Day:

  • Clients emailing personal info and asking if “you got it”
  • Repeating the same instructions for every renewal or claim
  • Wasting time on document follow-ups and status updates
  • No clear structure for clients to view policy details, make requests, or submit claims
  • Admin staff buried in reminders and repetitive outreach

You might have CRM, WorkDrive, Books, or Sign – but none of it helps if your clients can’t access it easily.

ZPortals Makes It Easy for Clients, and Easier for You

Here’s how insurance agencies use ZPortals to streamline their service:

  • Clients log in to a secure, branded portal to view policy info synced with Zoho CRM
  • Upload personal documents, applications, or claims directly into Zoho WorkDrive
  • Fill out claims and service forms through Zoho Forms
  • View invoices, pay premiums, and track renewals with Zoho Books
  • View policy agreements or renewals via Zoho Sign
  • Use one login – no emailing back and forth, no lost paperwork

What Real Users Are Saying

“The Z Portals plug in solves an important need for my business, without requiring any coding, which is great. They’ve been extremely helpful getting us set up and have been awesome to deal with. Sounds like they are continually iterating also, and I’m looking forward to some great new features down the road.”
– Scott Moran
“This is an AMAZING plugin and I HIGHLY recommend it for anyone looking to implement a client portal based on Zoho products. It is heaps better than the built-in portal in Zoho.”
– Roland Wee

Why Insurance Brokers Love ZPortals:

  • Saves time for your team and your clients
  • Centralizes everything – documents, payments, renewals, claims
  • Secure and compliant way to collect personal information
  • Scales with your client base without increasing your overhead

Whether you manage 100 clients or 10,000, ZPortals gives your firm the infrastructure to support, renew, and grow – without more admin work.

Your staff will thank you.
Your clients will notice.
Your bottom line will improve.

Try It FREE For 30 Days

Build your branded portal. Connect your Zoho apps. Give your clients a better experience – and your team a break.

No dev. No code. No back-and-forth.

Ready To Simplify Client Communication and Boost Your Productivity?

Book your demo

Book Your Demo

See exactly how ZPortals streamlines your workflow, enhances your client experience, and helps you close more deals - without the hassle. Our experts will personally walk you through it.

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Prefer to dive right in? Try ZPortals risk-free for 30 days. No credit card, no confusion, no headaches. Just clear, measurable results.

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