For insurance brokers
Your clients and their claims, in one place
Workview Portal keeps each client, their claims and everyone involved on one page, so anyone in your office can pick up a file and see where it stands.
From £200 per month excl. VAT. Full onboarding included.
How it helps
Less chasing, fewer loose ends
New business, tracked
Every enquiry is logged with where it came from and what happened. When a client signs, the lead becomes a case in one click.
Clients entered once
People and businesses are stored once and linked to every case by role, with sanctions checks and marketing consent on record.
Claims on the case
With the Insurance claims add-on, the insurer, loss adjuster, policy number and excess sit on the case, with liability status at a glance.
What you get
The tools a broking team uses every day
Client portal
Invite a client from their contact page. They see their own cases, read what you share with them, send a note and add files.
Tasks and reminders
Follow-ups with due dates, priorities and people copied in, plus reminders and a daily digest email.
Forms and signatures
Build your own forms and checklists, then get them signed in the app, on your tablet or by a link sent to the client, with an evidence trail.
Private files
Documents and photos in case folders, previewed without downloading. No file ever has a public link.
Leads report
New business by period, source and person, with a monthly chart.
Claims review
Liability, quiet and stale files, complaints mentioned and missing details across every claim. Comes with the Insurance claims add-on.
Records
A record you can stand behind
When a client or an insurer asks what happened on a file, the answer is already on it.
- Every change written to an audit log, with who made it and when
- Sanctions checks and marketing consent on each contact
- Signatures that record how identity was checked, the time and the device
- Two-factor sign-in for every user
See it with your clients' cases
Book a demo and we will show you Workview Portal set up the way a broking office works.
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