Growth Strategy 8 min read
5 Ways Digital Portals Increase Client Retention
Discover how modern agencies are using client portals to reduce churn by up to 40% and create stickier relationships.
Read MoreResources & Support
Everything you need to get the most out of ClearHaven. From setup guides to best practices, we're here to help your agency succeed.
Knowledge Base
Comprehensive guides and documentation for agency owners
Essential
Getting Started Guide
Learn how to set up your client portal in under 30 minutes. Covers branding, user setup, and initial configuration.
Client Onboarding Best Practices
Step-by-step guide to introducing your clients to their new self-service portal and driving adoption.
Policy Management Tutorial
How to manage policies, set up automatic renewals, and keep your clients informed about their coverage.
Document Upload & Organization
Best practices for organizing client documents, setting up folders, and enabling secure document sharing.
Branding & Customization
Make the portal your own with custom colors, logos, and messaging that matches your agency brand.
Popular
Video Tutorials Library
Watch step-by-step video walkthroughs covering every feature of the ClearHaven platform.
Agency Growth Blog
Insights and strategies to help your insurance agency thrive
Client Experience 6 min read
The Modern Insurance Client: What They Really Want
Research shows 73% of insurance clients prefer self-service options. Learn how to meet their expectations.
Read MoreEfficiency 5 min read
Reducing Service Calls by 60% with Self-Service
How one agency freed up 20+ hours per week by enabling clients to access ID cards and documents online.
Read MoreCase Study 10 min read
From Paper to Digital: A 6-Month Transformation Story
Follow one agency's journey from filing cabinets to a fully digital client experience platform.
Read MoreCustomer Stories
See how agencies like yours are succeeding with ClearHaven
Featured Story
“ClearHaven transformed how we serve our clients. Our retention rate jumped from 82% to 94% in the first year, and we've cut service calls in half.”
MR
Michelle Rodriguez
Owner, Rodriguez Insurance Group
“Setup took less than a day. Our clients love being able to pull up their ID cards instantly.”
JT
James Thompson
Thompson Family Insurance
“The branding options let us make it feel like our own platform. Clients think we built it ourselves!”
SP
Sarah Patel
Patel & Associates
“We've onboarded 500+ clients to the portal. Support tickets dropped by 65%.”
DK
David Kim
Premier Coverage Agency
System Status
Real-time status of ClearHaven services
All Systems Operational
Last updated: Just nowClient Portal
99.99% uptimeOperational
Admin Dashboard
99.98% uptimeOperational
Document Storage
99.99% uptimeOperational
API Services
99.97% uptimeOperational
Email Notifications
99.95% uptimeOperational
Recent Incidents
Scheduled Maintenance Completed
Database optimization completed successfully. No client impact.
January 15, 2026 - Resolved
Email Delivery Delay
Brief delay in notification emails. All messages delivered within 15 minutes.
January 10, 2026 - Resolved