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Customer Portal

Simplicity Through Technology

At Engaged Resource we do not provide a process for you to adapt to but instead will work alongside you to implement your way of working into our software.

Our project management and development team will assess all areas of your business and work with you to ensure the system is a perfect match for your business culture and requirements.

Engaged Resource will use your current company branding to ensure that all areas of our system look and feel the part within your office and to your parents and clients.

Enquire Now For A Free Demo

Client Portal

A secure way to give clients access to their data, and help your business work smarter.

Give your clients direct access to their application and allow them piece of mind of securely transferring their documents and personal information direct to your CRM.

Client Portal

  • Client messaging
  • Request a call feature
  • View policy documents
  • Secure document request and transfer

Our Partners