Secure client portal

Coverage, signatures, documents, and payments in one place.

5.0 Google rating concept

Auto policy Active

Renewal review due Aug 18

Premium, drivers, and vehicle details are ready for agency review.

SignWell Needs signature

Payment authorization

One document is waiting for secure e-sign completion.

Billing Due Jul 29

$184.22 monthly premium

Pay by card, bank account, or saved recurring payment method.

Document vault

Files stored by profile

PDF Payment Authorization Needs signature · SignWell Open ID Auto ID Cards Honda Accord · Current term View DEC Declarations Page Homeowners · Uploaded Jun 4 View

Payment options

Fast premium handling

Next payment $184.22 Auto policy · due Jul 29

SignWell workflow

Documents move from request to completed profile automatically.

The concept mirrors the agency's current SignWell process: clients receive a secure authorization, sign electronically, then the completed PDF is stored inside the portal for future access.

1 Agency sends request Payment authorization or policy form

2 Client signs in SignWell Mobile-friendly e-signature

3 Portal stores completion Timestamped PDF in profile vault

Policy visibility

Clients can see what is active, pending, or needs attention.

Policy Status Action

Personal Auto Active Renewal review scheduled

Homeowners Quoted Compare coverage options

Commercial General Liability Pending Upload prior loss runs

COI

Request certificates

Let business clients request certificates of insurance without email back-and-forth.

Download ID cards

Give clients quick access to proof of insurance from phone or desktop.

MSG

Secure messaging

Keep status questions, document requests, and renewal reminders organized.

Agency website layer

Prestige Guard Insurance Services

Public visitors can request quotes, read reviews, and contact the agency, while existing clients go straight into the portal experience.