For your industry
Client portal for insurance brokers
Onboard clients, collect risk documents, and stay on top of renewals — one branded space for your brokerage and its clients.
Onboard clients, collect risk documents, and stay on top of renewals — one branded space for your brokerage and its clients.
What you onboard
Client risk profiles, existing policies, identification and the details you need before you can quote or place cover.
Typical requests
Claims information, policy changes, renewal documents and the recurring updates that keep cover accurate.
The renewal is two weeks out and you’re still missing an updated valuation, a confirmation of changes, and a form the client started but never finished. You’ve emailed twice. Now you’re working against the clock to place cover with incomplete information, and the client — who genuinely meant to send it — is wondering why it feels rushed. The information was always going to be needed; it just never had a clear home until it was urgent.
Insurance runs on accurate, complete client information, gathered again and again across onboarding, claims, changes and renewals. When that collection happens over scattered email, the file is always slightly incomplete, and the gaps surface at exactly the wrong moment.
StellaJourney gives your brokerage and each client a shared, branded portal where the information you need arrives complete and on time.
Clients get a clear list of what to provide, with a prompt on each item and a portal branded as your brokerage. We call each engagement a journey; to your client it’s just where your requests live.
It’s not quoting or policy-admin software — it’s the client-facing layer those systems don’t cover, priced flat with no per-seat fees. The file comes in complete, renewals stay on track, and nothing falls through the cracks.
Three task types, simple todo, file upload and structured form, so work is collected in the right shape.
Build standalone forms once, then reuse them as structured task work items everywhere they're needed.
Reusable journey blueprints with workflow, intake fields, sort order and starter tasks.
Every user picks which notifications they get in-app and by email, tailored to their role.
Clients are invited in and land in the right portal, whether they're a brand-new user or an existing one.
Clients complete todos, upload requested files, and submit form-based tasks in one portal.
Clients complete forms and upload documents in their own portal, so risk details and paperwork arrive in the format you need, filed against the right client — instead of as half-finished email replies you have to chase for the rest.
Set a renewal up as a checklist of the documents and confirmations you need, and let reminders prompt the client. You see what's outstanding, so a renewal doesn't quietly approach its date with information still missing.
No. StellaJourney doesn't quote or manage policies. It's the client-facing side — onboarding, document collection and the back-and-forth — so client information stops living in your inbox.
Yes. Use a form to gather the same risk details from every client, so nothing required gets missed and you're not going back three times for the fields someone skipped.
Collect files from clients without the chase
Request documents and files with clear prompts and automatic reminders — instead of chasing the same attachment for two weeks.
Client request management for service businesses
Catch every client request in one place — instead of email, Slack and texts you have to stitch together yourself.
Client onboarding software for service businesses
Give every new client the same clear, structured start — instead of a different scramble every time.
Reusable client onboarding templates
Build your client process once and reuse it for every client — instead of rebuilding the same steps from memory each time.
Client portal for accountants
Collect financials and tax documents, onboard new clients, and stop chasing paperwork — one branded portal for your firm.
Client portal for architects
Collect site briefs, keep design revisions tidy, and get clear sign-offs — one branded space for your practice and its clients.
Client portal for coaches
Onboard clients, set and track session work, and keep progress in one place — one branded space for your coaching practice.
Set up your first journey, invite a client, and see how it feels.