See the Experience
What your clients will see.
The Client Vault is where your clients experience Private Reserve. It's co-branded with your practice identity and gives them complete visibility into their insurance picture.
Vault Features
What the Client Vault includes.
Coverage Dashboard
Clients see all their policies in one place—life, disability, health, property. Organized by type with key details at a glance.
Coverage Map
Visual representation of protection across life stages and scenarios. Gaps become visible. Strengths become clear.
Document Vault
Secure storage for policy documents, beneficiary designations, and important paperwork. Everything in one place.
Annual Review
Structured annual review process. Track changes, document decisions, maintain governance over time.
Your Branding
Co-branded with your practice logo, colors, and contact information. Clients see your identity, not ours.
Mobile Friendly
Fully responsive design. Clients can access their Vault from any device, anywhere.
Preview
See the experience.
Dashboard Overview
The first thing clients see when they log in.
Policy Details
Deep dive into any individual policy.
Coverage Map
Visual coverage across life scenarios.
Document Storage
Secure, organized document vault.
Want to see the full experience? Schedule a live demo with our team.
See it in action.
Schedule a personalized walkthrough with our team. See how the Vault works with your branding.