Open Popup
XtendLive Interactive Client Portal

Your Insurance Agency
Interactive Client Portal

Your Insurance Agency
Interactive Client Portal

The XtendLive Interactive Client Portal keeps policyholders engaged between renewals, so when life events happen, your agency is already there.
Get Started for Free
Book a Demo
What We Are

The insurance interactive client portal, built for independent insurance agencies.

A Permanent Home

Once your interactive client portal is live, it lives forever. Resources, recordings, chats, and community,  all persistent. Engagement doesn’t end after the send. The insurance Agency Client Portal for retention.

30+

Insurance association memberships

Built for Relationships

Not a CRM. Not a webinar tool. Not another insurance technology platform to manage. Your interactive client portal is the owned destination your policyholders return to, and trust.

14%

or less of agencies have a client-facing portal

Own Your Geography

Reach your entire city, region, or state without opening a new office. One interactive client portal expands your footprint with zero overhead.

$1M+

In potential revenue by expanding your service area

Insurance- Designed Solution

Insurance-Designed Solution

Intuitive Engagement

XtendLive Simple Setup
one_locaiton_xtendlive_interactiveportal
Engaging Experience
Customizable Client Portal

Intuitive Engagement

  • Simple setup

    Launch a branded client portal in minutes without IT delays. Centralize your sessions, recordings, and documents for ongoing visibility and reuse.

  • One Location

    A central client portal for communications, documents, and interactions.

  • Engaging Experience

    Deliver interactive office hours, educational webinars, and promotional town halls that close the communication gap between carriers, offices, and clients.

  • Customizable Client Portal

    Create a tailored client portal that boosts customer engagement.

Get Started for Free
The Math That Changes The Conversation

Calculate your retention opportunity.

Your Agency
Model your numbers
Total Clients / Policyholders
Avg. Annual Client Value
Current Annual Churn Rate
Churn Reduction with XtendLive
XtendLive Annual Platform Fee
Revenue Impact
Your numbers, live
Clients Lost / Year
at current churn rate
Revenue Lost / Year
walking out the door
Clients Saved (Yr 1)
with XtendLive engagement
Revenue Preserved
year one
Total Book Value
clients × avg. annual value
Net ROI — Year 1

Ready to put these numbers to work?

See how XtendLive drives retention for agencies like yours — in a 30-minute demo.

Book a Demo →
The Silent Killer

The average agency loses 16% of its book every year.

Four Problems. One Platform.

  • Churn Is the Silent Killer

    Agencies lose 16% of their book annually and offset it with new sales instead of fixing retention. The XtendLive Interactive Client Portal keeps policyholders engaged between renewals.

  • No Persistent Channel

    Email ends. Calls end. Renewal reminders expire. Then silence. XtendLive gives agencies a home for policyholders to return for resources, claims guidance, and support.

  • Geography Caps Growth

    Opening a new office to reach 3 – 5 more miles is expensive and slow. The XtendLive Interactive Client Portal reaches an entire city, region, or state. No lease. No staff. No delay.

  • Trust Walks Out with Every Churn

    The agency that wins long-term is the educator and relationship holder, not the cheapest premium. Communicate consistently on coverage, claims, and renewals. The XtendLive Interactive Client Portal becomes a critical component of your insurance tech stack.

Book a Demo

Trusted by

Our Story

Built from experience. Validated by the industry.

  • Built on Experience

    XtendLive was born from years of developing custom digital engagement platforms for enterprise organizations through our parent company, ProExhibits. Along the way, we helped organizations create stronger connections, deliver valuable content, and engage audiences beyond traditional meetings and events.

  • Discovering the Opportunity

    As we worked with organizations across multiple industries, one question kept surfacing:

    Who needs an ongoing engagement platform the most?

    The answer became clear: independent insurance agencies. Unlike many businesses that interact with customers only occasionally, agencies depend on long-term relationships built on trust, education, and consistent communication.

  • Listening to the Industry

    Rather than making assumptions, we spent time talking with agency owners, associations, carriers, and continuing education providers. We conducted demonstrations, gathered feedback, and validated the challenges agencies face when trying to stay connected with thousands of policyholders, prospects, and referral partners.

    What we found was a clear need for a centralized Agency Client Portal designed specifically for the insurance industry.

  • XtendLive Today

    Today, XtendLive helps agencies create stronger client relationships through a modern interactive client portal built specifically for insurance. With partnerships spanning 30+ insurance associations and growing recognition, The XtendLive Interactive Client Portal has been validated to make major impact in solving for the churn problem. XtendLive is helping redefine how insurance professionals connect, educate, and engage year-round with their clients.

Book a Demo
Easy to Start

Up and running in three steps.

Setup Kickoff Call

We map your book, quantify your churn exposure, and identify retention opportunities — in 30 minutes.

Launch Your Hub

We build and configure your Interactive Client Portal, connect your existing tools, and give policyholders a destination.

Protect Your Revenue

Watch engagement grow. Track returning clients. Review your retention impact at 90 days.

This isn’t a software expense. It’s a revenue protection investment for money you already earned!

Easy to Engage

Everything You Need to Keep Clients Engaged

Personalized Agency Client Portal

Give your policyholders a personalized interactive client portal with access to support, policy information, links and educational material.

Resources Library

Host claim guides, disaster preparation materials, and essential resources, and see what users access most.

Seamless Participation

A simple and intuitive design allows policyholders to join sessions directly from the client portal with a single click.

Informative Engagement Sites

Give your policyholders the information they need at a glance in a clean, easy-to-digest format.

OmniChat

Give your policyholders the ability to message you directly via our interactive support chat.

Text and Video

Facilitate conversations that enhance claims support, and policyholder engagement through in-tool text and video chat.

Let's get started.

 

The average insurance agency loses 16% of its book of business each year, forcing it to spend time and money replacing lost customers just to maintain the same revenue.
 
 
Get Started for Free
Book a Demo
Scroll to Top

Protect your revenue with XtendLive's Interactive Client Portal

Or reach out directly:
Email: info@xtendlive.com