Sentinel: Insurance Agency

The quote-request and new-client intake forms drop leads straight into the agency's CRM, tagged by line of coverage (auto, home, life, business, umbrella) so a licensed agent can shop carriers and follow up fast.

Clients log into a branded Policyholder Portal to view active policies and ID cards, e-sign applications and ACORD forms, request certificates of insurance, file and track claims, pay premiums, and message their agent.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — deflect the repetitive questions about deductibles, coverage limits, claim timelines, and binding before they tie up an agent on the phone.

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their policy record automatically, and after-hours quote requests convert to email follow-ups so a producer can pick them up next morning.