The Modern Client Experience
That Grows Your Agency.
Provide a high-end client experience and scale your agency by unlocking capabilities.
portal.youragency.com
Welcome back, Client
Your protection overview
Request Policy
Total Annual Premium
$2,845.00
Client Policies
2023 EV Sedan
Auto • Carrier Alpha
Active
Primary Residence
Home • Carrier Beta
Active
Scale your agency by unlocking capabilities
Powerful tools that delight clients and reduce administrative burden on your staff.
Increase Retention
Clients who see all their policies in one place stay longer. Give them a unified dashboard for Home, Auto, and Life.
Y1
Y2
Y3
All-in-One Policy View
Unified list from any carrier.
Home Policy
Active \u2022 HO-3
Auto Bundle
Renewal in 30d
Pet Insurance
Active
Streamlined Operations
Automated tasks land in a prioritized queue. Your team focuses on high-value reviews, not data entry.
Agent Queue
New Application
Review
Policy Change
Done
AI AGENT
Reduce Support Volume
AI handles routine questions instantly.
Can I add a driver?
Yes, I can help you with that right now.
Professional Branding
Your agency's logo and colors, front and center. Provide a seamless, premium mobile experience that builds trust.
Home Screen
Apple Wallet
Client Portal
Ready to upgrade your agency?
Join thousands of agency owners using ClearHaven to deliver a superior client experience and drive growth.
No credit card required • Unlimited users during trial