Self-serve portals that take the phone calls out of doing business with you. Designed and shipped for insurance brokers, not generic templates with insurance brokers swapped in.
Most insurance brokers are operating on sites or software stacks built three to five years ago for a different version of the buyer. Producers re-key the same client data into three or four carrier portals to quote one risk, so quoting is slow and error-prone. The infrastructure decisions that compound are the ones made with the operator in the room, not the ones made in a vacuum.
Inparlor's Customer, Vendor & Dealer Portals engagement for insurance brokers reflects that. We build the portals your customers, vendors, and dealers log into to do business with you without picking up the phone. The deliverables below are scoped against the unit economics, your AOV and retention.
Where most agencies treat insurance brokers as another vertical to learn on, we treat the vertical as the starting point. Client documents, COIs, and policy data live in the AMS but aren't exposed to clients, so service requests flood the phones. We will tell you on the first call which of those constraints is binding and which is solvable inside the engagement.
20-60 min
Time to quote a risk
6-14 hrs
Producer hours re-keying/week
$800-$3,500
First-year premium (avg)
5-12%
Renewals missed for late remarket
48 hours
Business Portals proposal turnaround
Before any screen gets built, we define who sees what, customers, vendors, internal staff, and what each role can do. Permissions are the foundation, not a setting bolted on after the portal ships and someone sees data they should not.
Customers place orders, check status, and pull invoices without emailing anyone. The flows that flood the phones and inboxes today become self-serve, so the team handles exceptions instead of routine lookups.
The portal reads and writes against the systems of record, so orders, inventory, and invoices stay consistent with the ERP and accounting tools instead of drifting into a parallel copy nobody trusts.
We launch to one user group, internal staff or a pilot set of customers, prove the flows, then widen. Each audience comes online when its workflows are solid, so a rough first version never hits everyone at once.
Business Portals for Auto Dealers
Inventory feed sync lag: minutes vs. hours
Business Portals for B2B SaaS
Engineering backlog age: 1-3 quarters
Business Portals for Accounting Firms
Document collection cycle: 1-3 weeks
Business Portals for Real Estate Agents
Listing-to-site sync lag: minutes vs. days
Business Portals for DTC E-Commerce Brands
Mobile storefront load time: 1.5-4s+
Business Portals for Supplement Brands
Subscribe vs. one-time mix: 35-60% subscribe
We respond within 48 hours with scope, pricing, and the team that would actually run the engagement.
Get a proposalOr explore the full Customer, Vendor & Dealer Portals page · Insurance Brokers hub