Vive Client Portal Guide
Watch: How to Register for Vive’s Client Portal.
See how easy it is to register and set up your Vive Client Portal Profile. Jason Marshall our Vive Client Portal expert will guide you on:
- How to register for Vive.
- How to set up your Vive Client Portal Account.
- Where to find your personalized link to send to your clients.
If you want to review this further or set up a call with Jason directly, below is a link to schedule a call directly on his calendar.
Watch: What is the client experience using your Vive Client Portal account?
Vive Client Portal is the easiest way to get your clients the life insurance they need. Watch the video below to learn how to:
- Run a Term Quote
- Select your Carrier
- How to Submit the Application
If you want to review the client experience or set up a call with Jason directly, below is a link to schedule a call directly on his calendar.
Watch: How to Market the Vive Client Portal to your clients.
Jason Marshall our Vive Client Portal expert will guide you on how to market the Vive Client Portal platform to your clients.
- Where and how to share your Vive Client Portal link.
- How to promote Vive Client Portal on your website.
- How to email the Vive Client Portal to your clients.
If you want to review these ideas further or set up a call with Jason directly, below is a link to schedule a call directly on his calendar.
Schedule a Vive Client Portal Demo.
Need some help getting started? Schedule a call with Jason Marshall our Vive Client Portal expert. He’ll walk you through on how to register for the Vive Client Portal, how to set up your account, and where to find your personalized link to send to your clients.
Just click on the schedule demo button, and you’ll be able to schedule a call directly on his calendar.
To register sign into your Vive account and click on the registration button at the top of the page.
The Ultimate Consumer-Facing Quoting and Application Submission Tool for Advisors
Introducing the Vive Client Portal, the ultimate tool for advisors to streamline the term life insurance quoting and application submission process. With Vive, your clients can easily quote their own term life insurance policies and submit applications, without the need for you to do it for them.
The quoting tool even includes your profile image, contact information, and firm logo, and can be easily shared with clients via email, your website, or a simple text message.
Try Vive today and see how it can save you time, increase your productivity, and enhance your clients’ overall experience.
How Vive’s Client Portal Works.
With Vive Client Portal you can now create a fully customizable and co-branded page that links to your existing Vive account. This personalized page allows you to market directly to your prospective customers, giving your customers the freedom to quote and initiate a term insurance application on their own.
All activity from your portal or personalized link will be automatically saved under your Quotes page, accessible within the Vive Client Portal dropdown menu, and completed orders will be visible under the Saved Quotes tab, indicated by an icon identifying it as originating from your Portal page.