Gain and Manage new Clients for your Insurance Agent Business

CPA office automation

Initially, When an Agent Start his/her own Insurance Business, it becomes really difficult to find new clients. It takes a Lot of Hard Word and meet new people every day. 

After Working Really hard at the beginning and Building Enough Network, they are finally able to sign their first deal.


But once they build a strong reputation locally, they are now able to bring-in Clients automatically to the doorsteps


Now, Here Another Problem arises, Where are they Going to Store the Clients Policy Documents Securely to protect against System Crashes and other computer threats

So it’s very crucial that the files are stored in a highly encrypted cloud storage so that it would be still accessible from any device, anytime!


By Storing your Files in the Cloud Storage, all your Files will be accessible to you at your fingertips. 


QCP allows you to share and receive documents in less than 10 seconds.


And the Best thing is, you can also add Unlimited number of  Members and Clients to the portal regardless of the plan you choose.


QCP was specifically designed to help Insurance Agents Manage Multiple Clients Documents in a single place

Why Insurance agents prefer using Quick Client portal?


By the time we are writing this, we have received tons of email from Insurance Agents thanking us How QCP helped them to access their Business Files instantly and Made their Work Lots Easier.


Here are some of the Key points what they are telling about Quick Client Portal

Easy to Use Platform


QCP Platform is Very Simple and Easy-to-use. It offers multiple Document Section which allows you to give Certain access to your Clients. 


QCP Allows you to :


  • Store your Files in a Secure Cloud Storage

  • Allows you to Manage all the Clients Documents and Business Documents in a single place.

  • Access the Files From anywhere in the world

  • Share and receive Documents instantly 

Professional Portal


QCP was Built by Keeping Insurance Agents in mind. Quick Client Portal allows you to handle all your Business and Clients Documents Professionally and efficiently. 


You can Give add Multiple Clients to your Portal which makes it really easy to share and receive Files.



QCP has multiple theme integrations which makes it easy for you to make your Portal’s Look and Feel according to your Convenience.

Along with the Theme colour, QCP also provides multiple portal styles and Layouts.

Smart way to Stay Ahead from your Competitors

Access Remotely


Online Document Storage QCP allows you to store the documents to your portal so you can easily access remotely.

Customization and Branding


Customized Client Portal Securely request and share files to individual client or group with your branded client portal which includes built-in document storage

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