smartphoneClient Portal, Security & Billing

Invite Clients to the Self-Service Portal & Mobile App

Updated October 2026•3 min read•For: Producers, Assistants & Policyholders
verifiedQuick Summary
Click "Invite to Portal" on any client workspace to send a passwordless Magic Link invitation. Your insureds can view active policies, download Master COIs, and issue compliant certificates to general contractors 24/7 from their computer or mobile phone.
In this article

1. Send a Client Portal Invitation

  1. Open your client workspace (for example, ACME Contractors, LLC) and select the Client Setup tab.
  2. Verify the client’s Primary Email, enable the 24/7 Self-Service Portal Access switch, and click Send Portal Invite (or click Invite to Portal in the client header).
  3. In the Send Client Portal Invitation modal, review the Recipient (To), Subject Line, and Intro / Custom Message on the left while inspecting the Live Email Preview on the right.
  4. Click Send Invite (or Copy to paste into your own email thread).
Send Client Portal Invitation & Live Email Preview Modal: The 'Send Client Portal Invitation' modal for 'ACME Contractors, LLC', showing the Recipient, Subject Line, and Intro / Custom Message fields on the left alongside the Live Email Preview (with Open Client Portal button, Mobile App PWA steps, and Passwordless Login notice) on the right.
Figure 1: Send Client Portal Invitation & Live Email Preview Modal

2. What Policyholders Can Do 24/7 (vs. What Routes to Broker Review)

Client Portal ActionHow It Is Handled
View, Share or Download Master COIs & Policy PDFsInstant 24/7 access via the Holders and Coverages tabs on web or mobile
Tap “+ Request” (or “Request COI”) with Compliant RequirementsClients upload a contract PDF (📄 Upload PDF) or paste instructions (✍️ Paste Text) for instant compliance verification
Request Custom Wording or Higher Contract LimitsAutomatically held as Pending Broker Review and notifies the assigned producer

3. Install the Mobile App on iPhone & Android

Contractors in the field can add the Client Self-Service Portal directly to their phone’s home screen without visiting an app store, complete with bottom-bar navigation (Holders, Coverages, and Agent Inbox):

  • iPhone / iPad (Safari): Open the portal link, tap the Share 📤 icon at the bottom of Safari, and select Add to Home Screen.
  • Android (Chrome): Open the portal link and tap Install App on the top setup banner (or tap the three-dot menu ⋮ → Install app / Add to Home screen).
Client Self-Service Mobile App: Holders, Coverages & Instant COI Request: Side-by-side mobile viewport views of the Client Self-Service Portal for 'ACME Contractors, LLC' showing the Holders tab (+ Request, View, Share, Projects actions) and the Coverages tab with the Upload PDF / Paste Text COI request sheet.
Figure 2: Client Self-Service Mobile App: Holders, Coverages & Instant COI Request

Frequently Asked Questions

No. Policyholders sign in using a secure, passwordless Magic Link sent to their verified email address.

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