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How would your business improve if client engagement was easier and more intuitive? Web-based, digital client portals became more popular in the 2010s as a way to both empower customers to have more control over their experience with your business and as a way for businesses to track the customer experience for data analytics. Once the pandemic hit, the implementation of client portals boomed. Customers and businesses alike needed contactless exchanges. For example, we built a custom client portal for a healthcare cost containment provider with the goal of helping them manage benefit documents, patient claim information, and payment explanations. Like many highly regulated industries that leverage client portals, healthcare requires airtight security for any type of patient information. The client portal we built enabled this particular provider to keep patient documents secure and password-protected, but also allowed the provider to send their patients email alerts and push notifications with updates about their care and billing. The advantages of a custom client portal extend beyond healthcare. Any business that wants to enhance customer engagement and increase visibility into the customer experience should be considering its own client portal. Here are four reasons why your business should have its own client portal.

Reason #1: Reduction of Operational Cost

Think about your business’ overhead. How many hours does your team devote to administrativetasks, answering client questions individually via phone or email and dealing with billing issues?

Client portals present an opportunity to cut down on those costs. They automate many administrative tasks.

When clients need to ask a question through the portal, your staff has greater control over when they respond and schedule time to answer all client questions when it doesn’t interfere with business operations.

Portals also send billing notifications about the amounts owed, allow clients to pay directly on the platform, and let you track the entire process.

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Reason #2: Increased Security

Data breaches area serious concern for both customers and businesses. Client portals areencrypted and password-protected. Only a client can access their own data, oncetheir username and password has been verified. Your business can tightensecurity even further by adding two-step authentication and security questions.With a custom client portal, everything from the messages between you and theclient to their personal information is kept secure.

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Reason #3: Organization

Many small andmedium-size businesses rely on a combination of email, digital and physicalfile folders, calendars, and an internal messaging application to communicatewith staff and clients. Through that hodge-podge of systems, miscommunications,missed appointments, missed invoices (sent, received, or never created), andmissed opportunities abound. It’s too disorganized to keep track of everythingand attempts to do so result in time lost.

With a clientportal, every part of the client relationship is contained, time stamped, andtracked. There’s no need to dig around in multiple systems.

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Reason #4: Marketing

A well-developed, professional-lookingclient portal allows every touchpoint of your business communication to beconsistent with your company’s brand. This portal is a type of digitalstorefront where your company not only conducts business but markets additionalproducts and services to existing customers.

Learn How Infoshape Software Can Customize a Client Portal for YourBusiness

Skip time-consuming one-at-a-timeoperations. Upgrade to a custom client portal where administrative tasks areautomated and customer relationships are tightly managed. To learn more, schedule your consultation with Infoshape Software today.

Four Reasons Your Company Should Have Its Own Client Portal