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For insurance

Keep every policy next step clear.

Use stable public routes for education, claims entry points, agent contact, and renewal guidance while source systems stay authoritative.

Build this route
Policy support

Start a claim

Step 01Secure portal
DocumentsChecklist
HelpFind agent
QR code opening https://youragency.com/claim-start
Open the official routePublic route to a secure portal
Where it works

Build for the moment, not the feature list.

01

Policy education

Share current public explanations without sending a long destination URL in every channel.

02

Claim entry

Point customers to the official secure claim flow from cards, email, SMS, or printed documents.

03

Agent continuity

Use a digital card or short route that survives role, office, and campaign changes.

The workflow

Three moves for one durable route.

  1. 01

    Keep records elsewhere

    The destination system owns policy, claim, payment, and customer data.

  2. 02

    Use stable aliases

    Create public routes people can recognize and your team can repoint when portals change.

  3. 03

    Separate campaigns

    Use distinct links for renewal, education, claims, and agent outreach so aggregate reporting has context.

Why Whooshly

A clean handoff into the systems customers already trust.

Whooshly keeps public campaign routes readable and editable without pretending to be an insurance system of record.

See what $35 includes

Frequently asked questions

Can a short link open our secure claims portal?

Yes. The link can route to your official portal while the secure system handles identity and claim data.

Can an agent update a printed QR destination?

Yes, when it is a dynamic QR saved in Whooshly.

Does Whooshly store insurance records?

No. Keep regulated and customer-specific records in your approved insurance and customer systems.

Next move

Make the route while the campaign is fresh.

Start in Whooshly