ClientConnect
The ClientConnect Advantage—a Self-Service Online Portal
that Connects You with Your Clients
To attract new customers, strengthen existing relationships and increase revenue, you need to differentiate from the other agencies around. ClientConnect is an economical and efficient way to raise the value of your services and focus on working with your clients as a trusted professional advisor.
More Integration with BenefitPoint
ClientConnect now seamlessly integrates with BenefitPoint—Vertafore’s premier benefits specific agency management system.
This cutting edge integration enables:
- • Brokers to instantly import benefit plans from BenefitPoint to ClientConnect
- • Employers and employees the ability to review and compare plans—at their convenience
ClientConnect self-service portals significantly reduce the time and overhead normally spent maintaining Benefits & HR communications and serves as a virtual risk manager—making your resources available to your clients 24/7 with efficient self-service solutions. ClientConnect is a value-added resource that enables you to:
- • Launch multiple custom client communication sites quickly
- • Access up-to-date risk management information and HR compliance content
- • Cross sell your other insurance products easily and effectively
Property & Casualty Communication Solution
ClientConnect P&C gets to the core of what it means to be a trusted insurance advisor, by helping companies make more informed decisions. Leveraging ClientConnect’s in-depth risk management resources allows you to provide the value-added services necessary to win new business and strengthen existing relationships.
Enables Agents to Provide Their Clients with 24/7 Access to:
- • Risk Management Guides
- • Industry-specific Occupational Safety and OSHA Resources
- • Commercial Vehicle & Fleet Management Information
- • Crime and Fire Prevention Information
- • Crime Prevention Resources
- • Emergency Planning & Business Continuation Resources
- • U.S. Law & Legal References
- • Additional agency published content
Benefits & HR Communication Solution
Customized, self-service benefits portals enable managers and employees to review their benefits, look up network providers, and get answers to common questions. This also reduces the workflow to busy benefit plan administrators or their broker’s customer service department.
Providing Employers and Their Employees with Self-Service Access to:
- • Links to insurance carriers, benefits summaries and plan details
- • Financial Calculators
- • State-specific Benefits & HR forms and documents
- • Employee handbook and policies content
- • Recruiting & Hiring, Health & Wellness, Compliance and Training Resources
- • Additional agency published content
Schedule a FREE demonstration and see firsthand how ClientConnect can help you write more business. Contact us at by email at ClientConnectSales@silverplume.com or call us at 1-800-677-4442
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