Client Portal

Put your brand front and center.

Give your clients a professional, branded experience to manage their insurance.

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Key Features

A clearer experience for every client

Why Recorder

Clarity, control and consistency for every client interaction

Powered by the same structured data

Forms, documents and tasks all reflect the data already in the broker platform, ensuring consistency across the entire placement and renewal cycle.

Built for collaboration

Allow clients to invite their colleagues to collaborate on complex risk forms.

Designed for ongoing client engagement

The portal becomes a single, persistent touchpoint across new business, renewals, MTAs and document delivery.

Powered by the same structured data

Forms, documents and tasks all reflect the data already in the broker platform, ensuring consistency across the entire placement and renewal cycle.

Built for collaboration

Allow clients to invite their colleagues to collaborate on complex risk forms.

Designed for ongoing client engagement

The portal becomes a single, persistent touchpoint across new business, renewals, MTAs and document delivery.

Why Recorder?

Brokers achieve measurable results that transform their business

Digital Risk Capture

White-labelled online application process for new clients and renewals.

Digital Risk Capture

White-labelled online application process for new clients and renewals.

Data Enrichment

Company data enriched for automatic trade identification.

Data Enrichment

Company data enriched for automatic trade identification.

Public API

Open ecosystem for seamless integration with existing tools.

Public API

Open ecosystem for seamless integration with existing tools.

Quote & Bind

Instantly retrieve quotes from your panel via API with an automated referral & bind process.

Quote & Bind

Instantly retrieve quotes from your panel via API with an automated referral & bind process.

Customisable Panel of Insurers

Change the panel and the question sets with ease.

Customisable Panel of Insurers

Change the panel and the question sets with ease.

Client Facing Portal

Downloadable policy documents, mid-term adjustments, claim and renewal initiation and progress.

Client Facing Portal

Downloadable policy documents, mid-term adjustments, claim and renewal initiation and progress.

Further insights

Frequently asked questions

What can clients do in the Client Portal?

Clients can view their policies, download documents, review quotes, and complete risk information in one place. They can also view client presentations, upload supporting documents, and collaborate with colleagues on submissions. Brokers can message clients directly through the portal, reducing email chains and speeding up decisions.

Is the Client Portal optional for individual clients or groups of clients?

Yes. Use of the Client Portal is entirely optional and controlled by the broker. Access can be enabled for individual clients or defined groups, depending on how the broker chooses to manage the client experience.

How much does the Client Portal cost?

There is no additional charge for the Client Portal. It is included as part of the broker’s Recorder licence.

Can client presentation templates be customised?

Yes. Client presentations are fully branded and configurable by the broker. Brokers can present recommendations, demands and needs, pricing options, and supporting documents in a consistent format for client review. Presentations can be accessed directly in the Client Portal or shared securely via a link.

Is the Client Portal white-labelled?

Yes. The Client Portal is fully white-labelled and branded to your brokerage. Clients experience the portal as an extension of their broker relationship, not a third-party system.