Client portal & app
Your office in your clients' pocket.
The CRM ONE client portal shows your clients their policies, premiums and documents – in the browser on desktop and phone and in the app for iPhone and Android. Designed with your logo, your colours and your name. Whatever clients send lands directly in your CRM.
For your clients
Everything about their own insurance – in one place.
Your clients find what they are looking for themselves – and get in touch when it is really about advice.
Policies and premiums
All policies at a glance, with the annual premium per policy and totals per person and for the whole household.
Policy details
Product, term, payment frequency and the selected coverages with deductible and premium – clearly laid out.
Documents
View and download policies, quotes and correspondence. Upload their own documents as a photo or PDF.
Pending signatures
Mandate, advice record or application: whatever needs signing is at the top – and is signed digitally.
Messages to you
Secure messages instead of WhatsApp and email attachments. Every message appears in the contact log of the client file.
Request an appointment
Preferred date and topic – you confirm in the CRM and the appointment is in your calendar.
Report a claim
Report a claim with photos, straight from the phone. The case is immediately in your claims handling.
Request changes
New address, new car, a new family member: changes are recorded as a request and reviewed by you.
Client information under the ISA
Your client information under Art. 45 ISA and the privacy notice are available at any time.
For your office
Fewer follow-up questions. Everything lands in the CRM.
In your branding
Your office's logo, colours and company name. Your clients see your brand – not ours.
Portal inbox in the CRM
Uploads, messages, appointment requests and change requests are collected in the CRM and in the client file.
You stay in control
You invite clients, choose what is visible and approve changes with the four-eyes principle if you wish.
Secure and data-minimal
A separate, protected client sign-in, passkey or password with two-factor protection. Adult family members only see each other's data with consent.
Four languages
The portal speaks German, French, Italian and English – your clients choose.
Hosted in Switzerland
Like the CRM, the portal and its data are hosted at Infomaniak in Swiss data centres.
App for iPhone and Android
One app: CRM ONE. For clients and for your team.
After sign-in, the app shows exactly the right area: your clients see their portal in your branding, your advisors their workspace on the go.
For your clients
- Policies and premiums per person and household
- View documents and upload them with the camera
- Pending signatures and messages
- Report a claim with photos
- Your office's branding after sign-in
For your advisors
- “Today” with appointments, tasks and opportunities
- Clients and policies, offline too
- Quick logging after a meeting
- Scan and file documents
- Click to call from laptop to phone
Add-on module per company
You add the client portal, including app access for your clients, per company. We quote the price in a short conversation – matched to the size of your client base.
Ask about the client portalSee it for yourself.
30 minutes, your workflows, your questions. We show the system live with sample data – no obligation.