Client Portal

Loss Control 360’s Client Portal Module allows insureds and agents to interact with a configurable online portal that provides real-time data related to policies. This interactivity gives you and your clients the ability to have controlled transparency into all aspects of loss control surveys, service, impairments, location management, and recommendation compliance.

Engage your clients with a configurable portal!

dashboard

Personalized Dashboards

View important account information with a variety of dashboard widgets unique to each user.

ad

Custom Branding

Brand your portal with your company’s logo, custom URL, and targeted marketing campaigns.

building

Location Information

View comprehensive results of all location-based data via the locations tab.

007-file-100x100

Recommendation Response

Enable users to manage and reply to recommendations across all their locations with an improved follow-up process.

email

Correspondence Module

Enable users to send and receive messages without leaving the system with a streamlined communications module.

View activities across all levels

Stay focused on the data that is important to you with an account-centric interface that displays loss control activities across all clients and their respective insured locations. Loss Control 360’s Client Location Manager makes locating the information you need and keeping organized simple with its hierarchical approach to data management. Clients, locations, and their associated surveys are displayed in a top down fashion, with each level opening up into individual dashboards populated with rich data sets and customizable widgets.

Create service plans with ease

Create service plans and track their progress through the Client and Location Manager’s Service Cycle widget. Utilize a dedicated dashboard for each service plan with the ability to:

  • Track service visits
  • Complete milestones
  • Budget
  • Make Quality Notes
  • Service level correspondence

Request a demo today to learn more!