ClearHaven

The Modern Client Experience That Grows Your Agency.

Provide a high-end client experience and scale your agency by unlocking capabilities.

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ClearHaven is free to use for all licensed professionals.

portal.youragency.com
Welcome back, Client
Your protection overview
Request Policy
Total Annual Premium
$2,845.00
Client Policies
2023 EV Sedan
Auto • Carrier Alpha
Active
Primary Residence
Home • Carrier Beta
Active

A Client Hub That Works For Everyone

Give your clients a single place to view all their policies, ask questions, and take action. Scale your team's ability to serve more clients.

Increase Retention

Clients who can easily access their policies stay longer. ClearHaven gives them a unified hub for Home, Auto, Life, and more.

Y1
Y2
Y3

All-in-One Policy View

Clients see every policy in one place, regardless of carrier.

Home Policy
Active \u2022 HO-3
Auto Bundle
Renewal in 30d
Pet Insurance
Active

Streamlined Operations

Clients take action directly—adding drivers, updating payment info, requesting changes—while automated tasks flow into your team's queue.

Agent Queue
New Application
Review
Policy Change
Done
AI AGENT

Reduce Support Volume

Clients ask questions and get instant answers from AI—24/7.

Can I add a driver?
Yes, I can help you with that right now.

Professional Branding

Your agency's logo and colors, front and center. Provide a seamless, premium mobile experience that builds trust.

Ready to upgrade your agency?

Join thousands of agency owners using ClearHaven to deliver a superior client experience and drive growth.

ClearHaven is free to use for all licensed professionals.