PolicyholderIQ helps independent insurance agencies preview and launch private-label risk management portals for prospects and policyholders.
Show the portal first. Activate a paid plan when it fits your agency workflow.
Practical tools for branded policyholder engagement
Give your clients enterprise risk management without the overhead
Use it to show prospects a concrete service model, then deliver ongoing value after they become clients.
High-quality video training featuring real experts, not AI-generated content. Automatically tailored to each policyholder's specific class of business.
Your logo on everything. To your clients, you built this.
Stay front of mind without lifting a finger.
See who's engaging. Prove the value you deliver.
The difference between describing service and showing it
You know the drill. You quote competitive, build rapport, do everything right, and still lose to a bigger agency who "offers more."
PolicyholderIQ makes that service easier to show.
In your next pitch, show prospects:
Walk in with a demo that makes your service model easier to evaluate.
Your clients don't leave for better coverage. They leave because someone quoted $50 less and you haven't given them a reason to stay.
PolicyholderIQ helps you stay visible between renewals:
When renewal conversations start, your service is easier to see and discuss.
Three steps to a branded preview
Use PolicyholderIQ before or after binding to show how your agency can organize policyholder risk management support.
Enter their company name and business class. We'll create a branded portal ready to demo before they've signed anything.
Show them exactly what they'll get: training courses for their industry, safety resources, certificates their employees will earn. On Growth, add their logo. Watch their reaction when they see it's already built for them.
Close the deal, flip them to a live account, and deliver the value you promised. Track engagement and bring data to every renewal conversation.
Integrate with anything using our API
Build custom integrations with your AMS, CRM, and business tools using our developer-friendly API. No technical team? Connect 1,000+ apps through Zapier without writing a single line of code.
For teams with developers
For teams without developers
Connect via Zapier without writing code
Integrations included with all paid plans
View pricingTrigger:
New prospect added to your CRM pipeline
Action:
PolicyholderIQ creates their account and sends a branded portal invite
"Prospects experience your value before you've even quoted them."
Trigger:
60 days before policy renewal
Action:
PolicyholderIQ emails the policyholder to complete outstanding training
"Clients arrive at renewal with fresh certificates. Easier to market, easier to retain."
Trigger:
Policyholder completes a training course
Action:
Notification sent to your email, Slack, or CRM
"You know exactly when to reach out with a personal touchpoint."
Trigger:
Policyholder earns a certificate
Action:
Completion data writes back to their AMS record
"One source of truth. No manual entry. Compliance-ready records."
Example agency workflows
Show a contractor a branded portal preview with their company name, relevant safety topics, and completion views before the service conversation becomes a generic proposal.
Demo
Branded portal
Before
Policy placement
Use training reports and content engagement as a reason to check in with commercial accounts during the year, not only when renewal documents are due.
Review
Engagement data
Turn a value-added services pitch into something a prospect can inspect: industry content, agency branding, client-branded options, and documented follow-up.
Show
Service model
Track
Engagement
Give smaller teams a practical way to organize risk management content, reminders, certificates, and policyholder engagement without building custom software.
Portal
Private-label
Content
By class
Practical ideas for showing risk-management value
Use these articles to turn safety content into concrete prospect and renewal conversations without making unsupported insurance-outcome claims.
A branded PolicyholderIQ preview helps an insurance agency make safety engagement and follow-up visibility concrete for workers compensation prospects across many classes. It gives producers …
A branded PolicyholderIQ preview helps an insurance agency make forklift and pedestrian separation concrete for warehouse and distribution accounts. It gives producers a practical sales and …
A branded PolicyholderIQ preview helps an insurance agency make slips, trips, falls, and floor response concrete for restaurant and hospitality accounts. It gives producers a practical sales …
Self-guided preview with paid activation
Explore the portal on your own, then activate a paid plan when you are ready to use PolicyholderIQ with real prospects and policyholders.
Preview the workflow first, then activate a paid plan when it fits your agency process.
See how PolicyholderIQ works before activating a plan.
Preview /self-guided
Portal
preview
Explore before paid activation
Most Popular
Roll it out. Automate the busywork.
$147 /month
50
policyholders
Paid activation includes
API Access: Connect to any system through our API, or via Zapier.
Custom URL: Host your portal at your own website's subdomain.
Best Value
Support larger accounts with more flexible branding.
$297 /month
250
policyholders
Everything in Starter, plus
Client-Branded Portals: Give large prospects their own branded safety program with their logo and their colors. A useful way to make prospect-specific service tangible.
Everything in Growth, plus enterprise features for unlimited policyholders.
Have questions? We've got answers.
Create your preview, invite a prospect, and show them what working with a value-added agency actually looks like.
Self-guided preview first. Paid activation when you are ready.
