Q: Insurance agent who want to generate personalized portals for each client
I'm an insurance agent and want to generate personalized client portals for every client for onboarding purposes. Let's say I have 200 clients, does that mean I'd need to stack the $790 plan 4 times? I was interested when I saw the unlimited number of client accounts and HIPAA compliance on the $790 plan...but then I see that that tier is still limited to 50 total client portals. Since I'd want each portal to be personalized with the client's info...does that mean I need more than 50 portals? Or since every portal would be the same but with key personalized client details...would I need fewer portals than I think?
Verified purchaser

Hello — I would like to know too.

Verified purchaser
Same here, I think it would be very useful if a focussed video could explain in detail the scope/limitations in the respect. 🫡