CAROL Client Portal

Reduce E&O Exposure

All client communication and requests are saved. History can only be updated by an administrator.

Improve Client Retention

Automate yearly client reviews. 24/7 customer service center keeps current clients happy.

Improve Client Communication

Secure communication between clients and agents. Post messages for each client request.

24/7 Self Service

Clients can request policy changes, file claims, download or request certificates, and request quotes 24/7.

No Software/Cloud-Based

CAROL is a web based app that runs in the cloud which means no software and instant updates.

Improve CSR Efficiency

Assign client requests to CSRs, and track progress with status updates.

Increase Policies Per Client

Take advantage of a yearly client review to bundle and update policies.

Generate More Leads

Prebuilt quote forms and unlimited custom forms for all types of insurance and industries.


Secure Customer Portal

A hosted Customer Relationship Management (CRM) system assists independent insurance agents in service, sales, and marketing. The system handles quote requests, certificate requests, claim filing, annual reviews, and policy change requests.

For the independent insurance agent that may have limited back-office support, the web application automates everything for the agent, so they can spend more time developing new business and strengthening current client relationships.


Instant Certificates

If you have commercial clients, you know the burden and work load that insurance certificate requests have on your staff. By using our instant certificate solution within CAROL, you can free up several hours per day of your agents’ time and provide instant service to your most valuable clients.

How It Works Overview
  • Take two minutes to upload a certificate template for any client that wants to use the system.
  • Client can login 24/7 and create a certificate to download or print.
  • CSR receives an email notification, and all certificates are saved within CAROL.

Learn More


vCheck Payment Processing

Our online check technology is absolutely the best system for instantly accepting checks online, by phone, and by fax. It includes a secure online form for your customers to complete, you are instantly notified of new checks via email, and no re-keying of data is required. Your checks are in ready-to-print PDF format – just print and take to the bank! This system is web-based, so all you need is Internet access and a printer.


CAROL Features

Starter Basic Advanced
Unlimited Secure Online Forms
Manage & Track Renewal Reviews To Upsell & Cross-sell
Secure Communication Between CSR/Clients
History of Client Requests
Custom Homepage For Each Client
Request Quotes
Report Claims
Request Policy Changes
Request Auto ID Cards
Request Custom Certificates & Bonds
Content Manager
Form Submission Autoresponder Emails
Custom Form Confirmation Pages
Client Newsletter & Basic Email Marketing
Send Documents To Clients
Instant Certificates of Insurance
Electronic Check Payment Processing
Client Surveys
Call Center Compatible

An Insurance Website That Pays For Itself

All-In-One Solutions That Include A Professional Website, CAROL Client Portal & More Leads.


Common Questions

Can I have multiple user accounts for agents?

Yes. You will be able to create an unlimited number of user accounts. There are three different levels, administrator, CSR admin, and CSR, and each have different access credentials.

Is my information secure?

Yes, CAROL is a secure hosted application in a dedicated environment that uses 256 bit SSL encryption which is the same level of security used by online banking.