free simple web templates

VIRTUAL OFFICE  

Claim you’re fully customisable Virtual Office. Features include online appointments, instant video meetings, document management, AI, CRM and even end to end Policy Management. 

CHOOSE YOUR FEATURES


If you are a Financial Service Provider with a directory listing on Insurance Gateway™, you qualify for a fully sponsored Virtual Office. You get to choose any or all of the below widgets to provide your clients with a feature-rich virtual experience.

Book Meetings Online

Clients can schedule meetings with you online. Works with your Google and Outlook. Eliminates back and forth e-mails. Powered by Calendly.

Instant Video Meeting

Instant online video calls with your clients.
No installation required, one click and it
just works. White board, recording and cloud storage available

Sign PDF Files Online 

Your clients can sign PDF files such as your FAIS documentation online. The widget also includes PDF repair, password encryption and conversion tools.

Share and Upload Documents

Allow your clients to download and upload important documentation via box or any other cloud storage that you prefer. 

Policy Management Solution

The Insure Cloud™ platform offers pay per use access to a multi-insurer insurance policy management system.

Social Media Feed

Bring all the great social media content that you create to one place.  Create a social media feed and embed it on your Virtual Office.

Cloud Inventory 

Combat under insurance. With this widget you enable your clients to capture household information for insurance purposes. 

Virtual Assistant

You have the option to include a Pure Chat or Chatbot widget to communicate, engage and interact with your visitors.

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