A simple, modern, mobile customer self-service portal    

Create the digital experience clients expect

  • Grant customers self-service options 
  • 24/7 digital access for your clients  
  • Data synchronized in real time  
  • Secured documents  
  • Branded for your brokerage 
InsurLink Desktop mockup

Why InsurLink?

Empower your clients 
InsurLink lets you provide documents, and policy information to clients on-demand and in real-time.  

Be accessible 
Meet your client needs with a 24/7 self-service digital portal.  

Grow your business 
Spend your time building relationships and not completing repetitive tasks.  

Communicate with clients directly with focused, on-brand messaging.  

Reduce risk 
Share files securely and record client communications instantly. 

Embrace technology

Embrace technology graphic

Keep up with the technology curve by offering your customers portal access when and where they need it.

Reduce E&O exposure

Reduce E&O exposure graphic

Share information with your customers through secured channels to reduce your E&O risk.

Offer self-service capabilities

Offer self-service capabilities graphic

Give customers the ability to view and print their policies and information so they have self-service access.



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Time savings

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Efficiency and accuracy

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Better together: Additional tech for InsurLink


The foundational broker management solution for your core business.

Learn more ways InsurLink can transform your business

On-demand webinar

Vertafore Canada's VP and General Manager, Dimitrios Argitis, provides insight into what trends are happening in today's digital age and what Canadian brokerages can do to stay ahead of the curve.

InsurLink datasheet

Give your customers the self-service they expect — outside of business hours.