How to Access & View Customer Portal

1. Providing Customer access- Marketers/Sellers are responsible for generating and providing the Portal URL and login credentials to the customer. When customers login for the first time, they will need the following information from the Marketer. 

1. 1. Company Portal URL- Your Company URL is:

2.      yourcompanyname.inlinecrm.com/customerportal/login.aspx 

2. 2. Confirm the customer email listed on the Contact page (they will use this to login) 

3. 3. Generate and provide a password. To do this; 

1. a. Open the Customer’s Policy Page 

2. b. Click to open the Portal Settings 

3. c. Click Generate Password- This password cannot be changed or reset by customer. Only the

4.     Marketer or Inline can Regenerate a new one 

4. d. If you need to re-generate another password, repeat step C above 

5. 
   

1. 1. Here’s a look at the Portal login page. The customer will land here once they enter the company's URL, then

2.     enter their email address and password on this page. 

2. 2. Here’s a picture of the Portal Dashboard and an overview of important information

3.  

• Click to View Tabs-

1. i.  Policy details Tab- Provides all the policy details, homes, vehicles, terms, cost, etc.  

2. ii. Upload Documents Tab- This tab shows contract documents that have been uploaded to

3.     the portal and the date. Customers can open and view these documents 

3. iii. Request Policy Update Tab- Customers can download and view a cancellation request form

4.   

A. Policy Detail- This shows the level of Coverage, term, Deductible, expiration date and odometer. The

     Administrator's name is shown at the bottom and is hyperlinked directly to their website 

B. Financial Details- This shows the total policy cost, down payment amounts, and if financed, the Finance

     Company name, amount financed, number of finance months and the finance payment amount.  

C. View PDF of Policy- Customer can click this link to view or download a PDF copy of their contract 

D. Add to Digital Wallet QR Code- Customers can download a policy ID Card to their Google or Apple Digital

     Wallet by scanning the QR Code. Here are the steps to download this ID Card: 

1. a. Scan the QR Code > Click Open Link 

2. b. Once the link has been opened, a security alert pop-up will ask for an Email Verification Code. This

3.     code is sent to the email address the customer is using to log in to the portal. Customers will enter

4.     the code and click Verify & Continue 

3. c. Once verified, the Digital ID card can be downloaded to the customers Digital Wallet