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Xtend Live 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. This is your policyholder engagement platform that will help you stop losing clients to whoever texted them first.
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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.

$3M+

In preventable annual churn we've helped agencies identify.

Insurance Designed Solution

Insurance-Designed Solution

Intuitive Engagement

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.

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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.

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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 insurance engagement hub keeps policyholders engaged between renewals.

  • No Persistent Channel

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

  • Geography Caps Growth

    Opening a new office to reach 3 – 5 more miles is expensive and slow. The Insurance Engagement Hub 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 at scale. This is a critical component of your insurance tech stack.

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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 engagement hub designed specifically for the insurance industry.

  • XtendLive Today

    Today, XtendLive helps agencies, associations, and industry partners create stronger client relationships through a modern engagement platform built specifically for insurance. With partnerships spanning 30+ insurance associations, active deployments across multiple states, and growing recognition among associations and continuing education providers, XtendLive is helping redefine how insurance professionals connect, educate, and engage year-round.

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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 Engagement Hub, 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.

Testimonials

Super simple to use

When I was asked to test XtendLive I wasn’t sure how it would be different than all the other event platforms online these days. What I came to find out is that it is super simple to use and even easier for attendees to access everything on the platform. From a producer standpoint, I love that there is a live preview window when you are editing your event to see what it will look like when it’s live – the best tool they developed for producers.

Evan Babins

Event Manager, Intuit

The analytics really stood out

The clean design of XtendLive makes navigating the platform a breeze. Setting up events was straightforward, and the analytics really stood out, giving me a clear picture of attendee engagement and areas to improve. Overall, it's been a smooth experience and a powerful tool for running virtual events.

Charlene Moore

CEO, Co-Founder, Kind Marketing

Easy to Engage

Everything You Need to Keep Clients Engaged

Personalized Engagement Hub

Give agents, brokers, and policyholders a personalized hub with access to all services and resources.

Resources Library

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

Seamless Participation

A simple and intuitive design allows attendees to join sessions directly from the agenda with a single click.

Informative Engagement Sites

Give your audience the information they need at a glance in a clean, easy-to-digest format, simplify your registration experience, and include your custom branding.

OmniChat

Connect attendees across offices and roles based on shared backgrounds and insurance interests.

Text and Video

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

Let's get started.

The average insurance agency loses 10 – 16% of its book of business each year, forcing it to spend time and money replacing lost customers just to maintain the same revenue.
 
 
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Let’s power up the People Experience at your digital events

Local? Come visit.

Xtendlive HQ
48571 Milmont Drive
Fremont, CA 94538

Or reach out directly:
Phone: 408-734-3600
Email: info@xtendlive.com