Broker & Client Collaboration for Insurance Teams
Broker & Client Collaboration for Insurance Teams
Empower brokers, clients, and insurers to seamlessly share documents, communicate securely, and drive faster insurance outcomes - all in one unified Regure platform.
Business Outcomes.
Core Features
Brokers and clients upload, organize, and access documents in a centralized, permission-based portal. Automated requests ensure every policy, submission, and claim is captured and visible for review, renewal, or audit.
Status Tracking & Automated Notifications
Secure Document Portals
Personalized Client Communication
Audit Trails & Security
Stay up to date on every policy, client request, and renewal. Regure provides instant status updates and reminders for outstanding documents, pending approvals, or client follow-ups - reducing delays and boosting retention.
Segment clients for targeted onboarding, renewals, claims support, and policy campaigns. Use automated templates for key updates, renewal reminders, and real-time alerts.
Every interaction, upload, and change is logged - Regure’s encryption protects all data, and compliance-ready records simplify audit and regulatory reporting.
Built-in encrypted messaging and video chat let brokers, underwriters, and clients connect instantly - online or via mobile. Comment directly on files, resolve questions, and accelerate cycle times with secure, auditable communication.
Collaborative Policy Management
Real-Time Messaging & Video Chat
Mobile & Desktop Access
Policy changes, endorsements, and claims can be reviewed, discussed, and approved by brokers, clients, and insurers - all within a tightly controlled workflow. Regure ensures each party’s role and permissions are respected, supporting even complex, multi-party insurance transactions.
Responsive design allows brokers and clients to collaborate from any device. Approve policies, upload documents, and communicate anywhere, anytime
Business Outcomes.
Core Features
Brokers and clients upload, organize, and access documents in a centralized, permission-based portal. Automated requests ensure every policy, submission, and claim is captured and visible for review, renewal, or audit.
Status Tracking & Automated Notifications
Secure Document Portals
Personalized Client Communication
Audit Trails & Security
Stay up to date on every policy, client request, and renewal. Regure provides instant status updates and reminders for outstanding documents, pending approvals, or client follow-ups - reducing delays and boosting retention.
Segment clients for targeted onboarding, renewals, claims support, and policy campaigns. Use automated templates for key updates, renewal reminders, and real-time alerts.
Every interaction, upload, and change is logged - Regure’s encryption protects all data, and compliance-ready records simplify audit and regulatory reporting.
Built-in encrypted messaging and video chat let brokers, underwriters, and clients connect instantly - online or via mobile. Comment directly on files, resolve questions, and accelerate cycle times with secure, auditable communication.
Collaborative Policy Management
Real-Time Messaging & Video Chat
Mobile & Desktop Access
Policy changes, endorsements, and claims can be reviewed, discussed, and approved by brokers, clients, and insurers - all within a tightly controlled workflow. Regure ensures each party’s role and permissions are respected, supporting even complex, multi-party insurance transactions.
Responsive design allows brokers and clients to collaborate from any device. Approve policies, upload documents, and communicate anywhere, anytime
Business Outcomes.
Core Features
Brokers and clients upload, organize, and access documents in a centralized, permission-based portal. Automated requests ensure every policy, submission, and claim is captured and visible for review, renewal, or audit.
Status Tracking & Automated Notifications
Secure Document Portals
Personalized Client Communication
Audit Trails & Security
Stay up to date on every policy, client request, and renewal. Regure provides instant status updates and reminders for outstanding documents, pending approvals, or client follow-ups - reducing delays and boosting retention.
Segment clients for targeted onboarding, renewals, claims support, and policy campaigns. Use automated templates for key updates, renewal reminders, and real-time alerts.
Every interaction, upload, and change is logged - Regure’s encryption protects all data, and compliance-ready records simplify audit and regulatory reporting.
Built-in encrypted messaging and video chat let brokers, underwriters, and clients connect instantly - online or via mobile. Comment directly on files, resolve questions, and accelerate cycle times with secure, auditable communication.
Collaborative Policy Management
Real-Time Messaging & Video Chat
Mobile & Desktop Access
Policy changes, endorsements, and claims can be reviewed, discussed, and approved by brokers, clients, and insurers - all within a tightly controlled workflow. Regure ensures each party’s role and permissions are respected, supporting even complex, multi-party insurance transactions.
Responsive design allows brokers and clients to collaborate from any device. Approve policies, upload documents, and communicate anywhere, anytime
Faster broker onboarding and policy submission.
Higher policy renewal rates and improved client satisfaction.
Reduced administrative workload and communication bottlenecks.
Accuracy and compliance for all broker-client interactions.
Real-time insights into workflow and team performance.
Faster broker onboarding and policy submission.
Higher policy renewal rates and improved client satisfaction.
Reduced administrative workload and communication bottlenecks.
Accuracy and compliance for all broker-client interactions.
Real-time insights into workflow and team performance.
Faster broker onboarding and policy submission.
Higher policy renewal rates and improved client satisfaction.
Reduced administrative workload and communication bottlenecks.
Accuracy and compliance for all broker-client interactions.
Real-time insights into workflow and team performance.
Get in touch