Baker Tilly Insurance Client Portal from Baker Tilly

A secure self-service portal that enables clients to access insurance policies, track claims, and communicate with their advisory teams efficiently.

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Product analysis by function

Customer Self-Service Portals for Policy Administration

Web-based interfaces that allow policyholders to view policy information, make payments, request changes, and access documents without contacting customer service.
More Customer Self-Service Portals More Policy Administration ...

User Authentication & Security
(0 Yes /0 Known /14 Possible features)

Policy Management
(0 Yes /0 Known /15 Possible features)

Billing & Payments
(0 Yes /0 Known /15 Possible features)

Claims Management
(0 Yes /0 Known /15 Possible features)

Customer Communication & Notifications
(0 Yes /0 Known /15 Possible features)

Account Management and Profile Settings
(0 Yes /0 Known /15 Possible features)

Document Management
(0 Yes /0 Known /15 Possible features)

Self-Service Request Processing
(0 Yes /0 Known /15 Possible features)

Mobile Accessibility
(0 Yes /0 Known /15 Possible features)

Integration & Interoperability
(0 Yes /0 Known /15 Possible features)

Support & Assistance
(0 Yes /0 Known /15 Possible features)

Accessibility & Usability
(0 Yes /0 Known /15 Possible features)

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Multi-factor Authentication Requires users to verify their identity using multiple forms of authentication.		No information available
Encryption of Data at Rest All stored data is encrypted for security purposes.		No information available
Encryption of Data in Transit All data transmitted between the portal and user devices is encrypted.		No information available
Role-based Access Control Enables varying levels of access depending on user roles (e.g., policyholder vs. agent).		No information available
Session Timeout Control Automatically logs out users after a period of inactivity.		No information available
Single Sign-On (SSO) Supports authentication using external identity providers or company credentials.		No information available
Audit Trail Captures and stores detailed logs of all user actions for audit and compliance.		No information available
Password Recovery/Reset Enables users to securely reset or recover their passwords.		No information available
CAPTCHA/Anti-bot Measures Prevents automated bots from accessing core portal services.		No information available
Access Attempt Monitoring Tracks the number of unsuccessful login attempts.		No information available
Compliance Certification Portal adheres to security compliance standards (e.g., ISO 27001, SOC 2).		No information available
IP Whitelisting/Blacklisting Limits or blocks access from specified IP ranges.		No information available
Device Registration/Recognition Remembers and may restrict or alert logins from unrecognized devices.		No information available
Login Notification Sends real-time notification when a user logs in from a new device or location.		No information available

Policy Overview Displays summary information for all policies held by the user.		No information available
Policy Document Access Allows users to view and download official policy documents.		No information available
Policy Change Requests Enables users to submit requests for policy modifications (e.g., address change, coverage increase).		No information available
Real-Time Policy Updates Changes made via the portal reflect in back-end systems immediately.		No information available
Policy Renewal Capabilities Allows customers to renew policies directly from the portal.		No information available
View Policy History Users can view all historical changes and endorsements to their policy.		No information available
Coverage Comparison Allows users to compare coverages across active and eligible policies.		No information available
Beneficiary Management Permits the user to view and update beneficiary information (if applicable).		No information available
Document Upload Users can submit supporting documents (e.g., proof of address) securely via the portal.		No information available
Policy Cancellation Request Facilitates submission of requests to cancel a policy.		No information available
Effective Date of Policy Change Allows selection or displays when requested changes become active.		No information available
Policy Summary Download Lets policyholders download a concise summary of coverage and policy facts.		No information available
Confirmation Notifications Email/SMS confirmations sent upon successful completion of policy tasks.		No information available
In-force Policy Count Displays the total number of active policies for the customer.		No information available
Pending Change Tracker Shows a list of policy changes that are awaiting approval or processing.		No information available

Online Payment Processing Policyholders can pay premiums using a variety of online methods (card, ACH, wallet, etc.).		No information available
Automatic Payments Setup Enable customers to setup recurring payments for policy premiums.		No information available
Payment History Displays a ledger of all previous payments and receipts.		No information available
Billing Statement Download Allows customers to download itemized billing statements.		No information available
Outstanding Balance Display Clearly shows any premiums due or overdue.		No information available
Partial Payment Capability Customers can make partial payments against their premiums.		No information available
Multiple Payment Methods Supported Supports diverse payment options: credit card, debit card, bank transfer, wallets, etc.		No information available
Future Bill Scheduling Allows scheduling of future-dated premium payments.		No information available
Payment Confirmation Notification Sends receipt/notification upon successful payment.		No information available
Late Fee Calculation & Display Automatically displays and calculates late fees if applicable.		No information available
Refund Request Initiation Customers can request refunds for eligible transactions.		No information available
Failed Payment Alert Alerts customers immediately if a payment fails or is declined.		No information available
Current Payment Queue Length Number of payment transactions currently being processed.		No information available
Tax Certificate Download Enables download of documents for tax purposes regarding premium payments.		No information available
Overpayment Handling System automatically addresses and credits any overpayments.		No information available

Claim Initiation Policyholders can open new claims directly from the portal.		No information available
Claims Status Tracking Displays real-time status updates of all submitted claims.		No information available
Upload Supporting Documents for Claims Allows the upload of documents/photos to support a claim.		No information available
Claim History Complete view of all current and past claims with detailed information.		No information available
Communication/Chat with Adjuster Offers a secure communication channel to interact with designated claims personnel.		No information available
Estimated Settlement Calculator Provides real-time estimates for claim settlements, if available.		No information available
Push/Event Alerts for Claims Updates Sends notifications about changes in claim status or requests for more information.		No information available
Digital Signature For Claim Forms Allows e-signature for digital claim form submission and acceptance.		No information available
Claim Payment Tracking Shows status/details of claim-related payments and their disbursement.		No information available
Claim Submission Time Tracks time taken to submit a claim from start to finish.		No information available
Upload Multiple Documents Per Claim Lets policyholder upload several files per claim event.		No information available
Download Claims Correspondence Enables customers to download all official letters/correspondence related to a claim.		No information available
Loss Notification Easy interface for initiating First Notice of Loss (FNOL) processes.		No information available
Evidence Integrity Verification Verifies the integrity/timestamp of uploaded evidence for audit trail.		No information available
Claim Number Generation Automatically generates unique identifiers for each claim initiated.		No information available

In-Portal Messaging Center A secure mailbox for conversations initiated and replied to from within the portal.		No information available
Automated Email Notifications Trigger-based emails for important events, reminders, or confirmations.		No information available
SMS Alerts System sends real-time SMS for time-sensitive policy and payment updates.		No information available
Push Notifications Send real-time notifications to mobile devices or browsers connected to customer accounts.		No information available
Customizable Notification Preferences Allows users to set and manage notification frequency or channels.		No information available
Document Delivery Tracking Tracks which documents have been sent and opened.		No information available
Real-Time Alerts Dashboard Displays a dashboard of all recent alerts and notices relevant to the customer.		No information available
Unread Message Counter Displays the number of unread notifications or messages.		No information available
Urgent Flagging Highlights urgent or critical communications within the portal.		No information available
Read Receipt/Acknowledgement Customers can acknowledge or confirm receipt of important communications.		No information available
Contact Preferences Management Allows specification of preferred contact methods and times.		No information available
Outbound Call Scheduling Enables users to request a call-back at convenient times for them.		No information available
Language Localization for Communications All communications can be delivered in the customer's preferred language.		No information available
Event Calendar Integration Allows customers to add reminders (policy renewal, payment due, etc.) to personal calendars.		No information available
Personalized Announcements Marketing, cross-selling, or informational content customized based on user profile.		No information available

Personal Information View & Edit Customers can review and update their contact and personal information.		No information available
Change Password Users can change their login password securely at any time.		No information available
Language Preferences Enables selection of preferred portal language.		No information available
Time Zone Configuration Lets customers choose the time zone for activity logs, reminders, etc.		No information available
Notification Preferences Allows full configuration of which alerts and notifications are received.		No information available
Download Personal Data GDPR-compliant feature to download all personal data held in the portal.		No information available
Portal Theme/Accessibility Options Support for light/dark mode, larger fonts, and other accessibility options.		No information available
User Profile Photo Upload Allows upload of a profile picture for personalization.		No information available
Account Activity Log Displays login/logout records and significant changes made.		No information available
Linked Account Management Manage access for family members, business partners, or multiple policies.		No information available
Deactivation/Closure Request Allows users to request closure of their online account.		No information available
Multi-device Session Management Users can see and manage their active login sessions across devices.		No information available
Support for Multiple Languages Entire portal interface available in several supported languages.		No information available
Account Lockout Alert Notifies users if their account is locked due to suspicious activity.		No information available
User Alias Management Manage display names or nicknames for use in the portal.		No information available

Document Repository Centralized access to all personal insurance documents.		No information available
Bulk Download Capability Allows user to download multiple documents in one action.		No information available
e-Delivery of Documents Paperless option for policy schedules, endorsements, and notices.		No information available
Secure Document Sharing Ability to share documents with third parties via secure temporary links.		No information available
Document Retention Policy Display Displays document retention periods and data deletion policies.		No information available
Opt-in/Opt-out for Paper Documents Customer can select their delivery preferences for paper vs electronic documentation.		No information available
Document Version History Access to all historical versions of insurance documents.		No information available
Indexed/Full-Text Search Allows users to search across all uploaded and archived documents.		No information available
Document Upload Size Limit Specifies maximum single file upload size supported.		No information available
File Type Validation Restricts document uploads to approved file formats.		No information available
Signature or Approval Tracking Allows for visible tracking when documents require (and receive) signatures or approvals.		No information available
Document Expiry Alerts Alerts the user when an uploaded/managed document is about to expire or needs renewal.		No information available
Bulk Download Speed Typical rate for downloading multiple files together.		No information available
Watermarking of Downloads Downloaded documents can be watermarked for security and tracking.		No information available
Document Access Metrics Tracks how often each document is viewed or downloaded.		No information available

Request Catalog Menu/checklist of request types: endorsements, reissues, address changes, etc.		No information available
Dynamic Status Tracking Displays the real-time progress of submitted service requests.		No information available
Automated Response/Resolution Simple requests (e.g., document reissue) automatically fulfilled without agent involvement.		No information available
Request ID Assignment Unique ID generated for every self-service request for tracking.		No information available
Estimated Response Time Display Shows the likely turnaround time for every request type.		No information available
Multiple Request Handling Allows several requests to be open and tracked concurrently.		No information available
Request Confirmation Notification Instant notification when a new request is received by the system.		No information available
Automated Escalation Requests routed to human operators if not resolved within expected SLAs.		No information available
Current Open Requests Count Display number of unresolved user requests.		No information available
Request Resolution History Full log of all past requests and their outcomes.		No information available
Request Template Library Reusable forms/templates for frequent request types.		No information available
Attachment with Requests Attach files/documents to new or open self-service requests.		No information available
Request Cancelation Capability Customers can cancel open/pending requests before they're processed.		No information available
Request Feedback Survey Collects customer feedback after a request is resolved.		No information available
Priority Indicator on Requests Customers can assign urgency/priority when creating new requests.		No information available

Responsive Web Design Portal adapts dynamically to screen size (desktop, tablet, smartphone).		No information available
Native Mobile App Availability Offers dedicated apps for iOS and Android operating systems.		No information available
Offline Access Allows limited functionality or document access when not connected to the internet.		No information available
Mobile-Optimized Navigation Enhanced menus, tap targets, and interactions for touch interfaces.		No information available
Biometric Authentication Supports fingerprint, face ID, or other biometric methods for login.		No information available
Mobile Push Notifications Portal sends account and claims alerts directly to smartphones.		No information available
In-app Document Preview Allows documents to be viewed without leaving the mobile app.		No information available
Camera Integration for Claims/Documents Directly take and upload photos from the device into claims or profile.		No information available
QR Code Login Enables login via scanning a QR code for quick access.		No information available
Download App Reminder Portal promotes mobile app downloads through banners or alerts.		No information available
Device Compatibility Count Number of supported device types/OS versions.		No information available
Touch Gesture Controls Swipe, pinch, and tap gestures supported for user actions.		No information available
Mobile Help Center Access Contact support and access help resources optimized for mobile.		No information available
App Update/Outdated Version Warning Notifies users to update their mobile app for best experience.		No information available
Mobile Data Usage Optimization Designed to minimize bandwidth and storage use on mobile devices.		No information available

Core System Integration Seamless read/write connections to insurance policy administration backends.		No information available
Payment Gateway Integration Multiple payments providers supported for redundancy and locality.		No information available
CRM System Data Sync Automatic updating of customer records and activities with CRM systems.		No information available
Claims Solution Integration Claims functionality is integrated for full status and information consistency.		No information available
e-Signature Service Integration Integration of industry-standard e-sign solutions for form processing.		No information available
Third-Party Data Enrichment Ability to pull in data from external sources to enhance customer experience.		No information available
API Availability for 3rd Parties Public or partner APIs available for further connectivity.		No information available
Webhook/Event Notification System Allows other systems to subscribe to events for real-time updates.		No information available
OpenID/OAuth2 Support Enables secure federated identity management.		No information available
External Document Management Integration Connection to third-party document storage or collaboration platforms.		No information available
Real-time Data Sync Frequency Rate at which data is synchronized/integrated with external systems.		No information available
Partner Portal Support Allows integration with broker/agent partner platforms for delegated access.		No information available
Legacy System Connectivity Bridges exist for connection to mainframes or older insurance systems.		No information available
Single Customer View Aggregated holistic customer data regardless of data source.		No information available
Custom Data Mapping Customizable field mapping between core and portal/front-end systems.		No information available

Integrated Chatbot Automated assistant provides real-time responses to routine queries.		No information available
Knowledge Base/FAQ Extensive, searchable help articles and guides for self-service.		No information available
Live Chat with Agent Access to real-time conversation with support staff.		No information available
Support Ticket Submission Online form for submission of issues/problems for follow-up.		No information available
Request Call-back Feature Customers can request a support call at a scheduled time.		No information available
Screen-Sharing Support Permits support agent to view/share the user's screen for issue resolution.		No information available
Help Section Search Functionality Allows quick search/filtering by keywords within help resources.		No information available
Tutorials/Walkthroughs Step-by-step guides (text or video) for key processes in the portal.		No information available
Service Chat Response Time Average time for first response in chat support.		No information available
Contextual Help Pop-ups Information bubbles or popups providing instant help at critical steps.		No information available
24/7 Support Availability Live human or AI support available at all times.		No information available
Support Ticket Tracking View status, updates, and history of current/past support tickets.		No information available
Documented Escalation Paths Clear guidance on next steps and escalation for unresolved issues.		No information available
Customer Satisfaction Survey Collects feedback on support quality after each interaction.		No information available
Support Center Uptime Time the support section is available with no outages.		No information available

WCAG Compliance Portal adheres to Web Content Accessibility Guidelines for inclusiveness.		No information available
Screen Reader Support All core portal functionality can be accessed by screen-reading tools.		No information available
Adjustable Font Sizes User-controlled options for changing font size for readability.		No information available
Color Contrast Themes High-contrast themes for visually impaired users.		No information available
Tab/Keyboard Navigation Full navigation possible using keyboard input only.		No information available
Alternative Text for Images All visual elements include informative alt-text attributes.		No information available
Voice Command Support Allows portal interaction through spoken instructions.		No information available
Mobile Accessibility Tools Optimized for mobile OS accessibility options (e.g., text to speech).		No information available
Form Field Auto-completion Minimizes manual entry by auto-populating fields using saved data.		No information available
Accessible Error Feedback All errors or alerts are displayed in an accessible, non-intrusive manner.		No information available
Usability Lab Testing Frequency Measures how often the platform is tested with real users for usability.		No information available
Instant Feedback Mechanism Users can quickly provide feedback or report accessibility/usability issues.		No information available
Accessible Document Formats Documents provided in accessible formats (e.g., tagged PDFs).		No information available
Animated Content Control Ability to pause/stop moving, blinking, or scrolling content for cognitive accessibility.		No information available
Accessible Captcha/Verification CAPTCHAs and similar features offer accessible alternatives (e.g., audio).		No information available

Baker Tilly Insurance Client Portal from Baker Tilly

Product analysis by function

Customer Self-Service Portals for Policy Administration

User Authentication & Security (0 Yes /0 Known /14 Possible features)

Policy Management (0 Yes /0 Known /15 Possible features)

Billing & Payments (0 Yes /0 Known /15 Possible features)

Claims Management (0 Yes /0 Known /15 Possible features)

Customer Communication & Notifications (0 Yes /0 Known /15 Possible features)

Account Management and Profile Settings (0 Yes /0 Known /15 Possible features)

Document Management (0 Yes /0 Known /15 Possible features)

Self-Service Request Processing (0 Yes /0 Known /15 Possible features)

Mobile Accessibility (0 Yes /0 Known /15 Possible features)

Integration & Interoperability (0 Yes /0 Known /15 Possible features)

Support & Assistance (0 Yes /0 Known /15 Possible features)

Accessibility & Usability (0 Yes /0 Known /15 Possible features)