Feature
Client Portal
Deliver professional, branded presentations with interactive comparisons and secure document sharing.
Why Client Portal?
Branded Client Experience
White-label portals with your logo, colors, and domain for a seamless client experience.
Interactive Comparisons
Clients can explore plan options, toggle scenarios, and see real-time cost impacts.
Secure Document Sharing
Share proposals, SBCs, and census data through encrypted, access-controlled links.
Client Feedback Capture
Collect client preferences and questions directly within the presentation interface.
Mobile-Optimized Views
Presentations look great on any device—perfect for busy HR directors on the go.
Presentation Analytics
See which plans clients viewed most, time spent per section, and engagement metrics.
Presentation Features
For You (The Broker)
- ●One-click proposal generation
- ●Custom branding per client
- ●Version control and history
- ●Engagement tracking dashboard
For Your Clients
- ●Easy-to-understand comparisons
- ●Interactive "what-if" scenarios
- ●Mobile-friendly access
- ●Direct feedback submission
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime