Alloy Group
Insurance Client + Rep Portal Demo
Interactive Insurance Portal Demo
Explore Alloy's multi-portal architecture built to modernize insurance operations. Each portal demonstrates AI-powered coverage discovery and streamlined client workflows.
Client Portal
View your active policies and AI-discovered coverage opportunities tailored to your business.
Sales Rep Portal
Track your pipeline, hot leads with intent signals, and coverage gaps across your book of business.
Admin Portal
Operations dashboard for contact deduplication, campaign management, and ROI tracking.
About This Demo
🎯 Demo Purpose
This demonstration showcases Alloy's three-portal architecture for insurance agency modernization, featuring AI-powered coverage discovery and intelligent workflow automation.
📋 Key Features
- • AI-discovered coverage opportunities
- • Intent signal tracking for hot leads
- • Automated contact deduplication
- • Real-time ROI metrics dashboard
Note: This is a demonstration using sample data. All client names and information are fictional examples created for illustration purposes.