Clinked Makes It Easy

Your Clients Choose You. Bring them more with Clinked

A Clinked Client Knowledge Portal let’s you focus on what you do best. Don’t worry about technology, we’ve got this together.

Loved by teams and individuals:

According to Software Advice

Delivery To Clients

White-label seamless branded experience so your firm can deliver high touch value to your clients. Sprinkle in bank-grade security and a sparkling cloud-based interface to enables worry-free management of highly sensitive client data to differentiate against the competition.

Clinked Features For Insurance

Reap the rewards across your client base & teams by using the right features:

White-labelled

Put your brand front and center – not ours. Drive brand recognition across portal & mobile app.

Document management

Request, share, comment, like, approve and sign files electronically directly from within the portal.

Data security

Protect sensitive data with bank-grade level security, encryption and additional password protection.

Audit trails

Track actions & logins for all content & visualise activity. Generate and download csv reports.

Collaborative features

Communicate in real time with group and 1-2-1 chat, use @mention to flag important documents and updates.

Task management

Create, update and track tasks & events to drive transparency and better delivery.

Activity streams

Always keep track of events, uploads, updates, comments and replies in a personal dashboard view.

Integration

Connect existing workflow, tools & dashboards from 3000+ apps with our API & Zapier integrations.

“The Clinked product has really helped us tie all of our loose ends together, it’s allowed is to have one information hub and one spot for everyone to go to whether that be an external partner or an internal partner. It’s very easy to use, we’ve had nothing but great support from the Clinked team and it shows to all our customers and clients who use our product.”

Laura Kovacs, Underwriting Business Analyst

at Trillium Mutual Insurance Company

Why Consider A Client Portal For Insurance?

Clients seek technology driven interactions and enhanced protection of their data.

Challenging insurance firms seek easy to manage, cloud-based, and secure solutions. In addition, the need to comply with regulatory policies means firms need to secure, auditable processes that integrate seamlessly with other systems.

Sound familiar? Below are three key tools to help assess the value an insurance client portal can bring your clients & team:

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Clinked client success stories

Clinked's customers share their experience on how they use their client portal to deliver more to their clients.

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What is a client portal?

So we've heard of a client portal, but what exactly is it & how can my business use one?

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Do you need a client portal?

Could your organisation benefit from a client portal? Take our quiz to find out the answer!

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Your Clients Choose You. Bring them more with Clinked.

Choose a Clinked Custom Client Portal for your Business. Upgrade your client experience today with our fully white label & customizable, best in class client portal.