Via Client Portal

Overview

Via Client Portal gives policyholders a single place to manage their insurance. Instead of emailing the agency for a copy of a policy or the status of a claim, clients log in and find it themselves - every policy, claim, certificate, and invoice, always current. It's designed for people who aren't insurance experts, with a live AI support agent for anything they can't find.

A support agent that knows the account

A live AI agent sits in the portal with full context on the client's policies, claims, certificates, and documents. It answers coverage and billing questions on the spot - in chat or on a voice call - and hands off to a person when it should. It takes the routine questions off the team's plate.

The support agent, grounded in the client's own account - here next to a Commercial Auto policy and its coverages.

Every policy, in plain language

Policies are grouped and readable - coverages, limits, deductibles, premiums, and the documents behind them. No PDF hunting, no calling the agency to ask what's covered.

Active and expired policies, grouped by year with cost and renewal at a glance.

Billing without the phone call

What's due next sits up top, with saved payment methods and a full history below. Clients pay and check their statements without picking up the phone.

Next payment due, saved methods, and a full paid history in one place.

Apply for new coverage

Clients start and submit applications for new coverage right in the portal, one section at a time, with the support agent alongside for anything they're unsure about.

A guided application for new coverage - one section per line, agent on hand.

Impact