Get the simple and secure way to access all your insurance policy documents. Store your policy documents with insuraccess.com! Its library is accessible from anywhere across the world. For details, visit at http://insuraccess.com

1. online access
to insurance
policy documents

2. Reinventing the broker-client
relationship
InsurAccess is a user-friendly, web-
based client portal for insurance
brokers and their clients. It enables
brokers to store, organize and share
insurance policies and all related
documents with their clients online
through an SSL encrypted connection
and a secure database that is
accessible 24/7. Insurance schedules
and premiums can be downloaded
in an excel format. The application
is entirely web-based and can be
accessed and managed without any
additional software or infrastructure.
Brokers can offer users access to the
client portals from their own website
to increase web traffic and improve
their brand loyalty. InsurAccess
allows brokers to provide a higher
quality of service to their clients while
building long term relationships by
keeping brokers and clients updated
through real time communication.
Give clients an
online secure
access to all of
their insurance policies
Secure
Environment
Insurance policy documents are
protected by our state of the art
security system.
Download
Documents
Instantly
Access and download
selected insurance
documents at one time from
the policies summary page.
Unlimited Users,
Unlimited Storage
Store countless policies and
invite an unlimited number of
users to your InsurAccess portal.
Store, Organize
and Share
Insurance Policies
Upload all insurance policy
documents in one confidential
library.
Connect Clients and Broker
Servicing Teams
Receive email notifications whenever comments or
documents are posted through the IA Messenger.
Client Broker

3. KEY
FEATURES
AnInsurAccessclientportalisanelectronicgatewaytoinsurance
policy documents and related information. Brokers can set up
an unlimited amount of client portals. Administrators have the
ability to designate broker users to manage client portals and
can invite client users to access them.
Client POrtal
Within a client portal the assigned broker user can upload,
edit, print, store and organize all insurance policy documents
for their client users to view and download. The InsurAccess
file management system enables a universal search to view,
edit, download and delete insurance policy documents while
securely archiving them within the client portal. InsurAccess
users can download their insurance schedules and premiums
in an excel format.
POLICY DOCUMENT UPLOAD
ia messenger
All users assigned to the same client portal can communicate
with one another in real time through the IA Messenger. They
receive email notifications whenever messages or files are
sent. Users can reply from the IA Messenger or they can post
directly from their email inbox onto the IA Messenger thread.
All messages sent and received are archived within the client
and broker users email accounts.
InsurAccess is a password protected portal that is accessible
through computers and mobile devices. The application
is available for download in the Apple Store, Google Play
and BlackBerry World. Client portals can be accessed
from the broker’s company website to drive traffic and
increase brand loyalty.
All transactions are SSL encrypted and protected for
maximum security. Files are stored through the Amazon
S3, which prevents data loss from malicious actions or
infrastructure errors. InsurAccess’ state of the art security
system enables international access while keeping
client information safe.
SECURITY
Accessibility

4. InsurAccess is the first of its kind. Brokerage firms can
improve their broker-client relationships by providing
clients access to a confidential online library of their
insurance policy documents while offering real time
communication and personal interaction. Brokers and
clients can instantly access all of their insurance policy
documents in one convenient library, saving users time,
energy, and money. The IA Messenger allows clients
to have personal interactions with their brokers while
everyone is kept updated through the client portal
and email notifications. InsurAccess operates under a
state of the art security system with SSL encryption to
protect transactions and important information. The
straightforward, easy to use interface is entirely web-
based and does not require any additional software
or infrastructure to function, so users do not need
technological experience to use it. Brokerage firms can
improve brand loyalty, increase their website value and
facilitate web traffic by enabling access to their client
portals directly from their corporate website.
A LONG AWAITED
SOLUTION
Contact us to discuss offers, pricing, and your
InsurAccess options
phone: +1 914 600 7227
email: sales@insuraccess.com
Sign up for our 30-day free trial today through our website: www.insuraccess.com
A WEBCBG New York Product