A client portal for every
policy you protect.
Built for insurance brokerages that manage a constant flow of policy documents, renewals, and client paperwork. Instead of keeping track of everything through endless email chains, Skyline brings every document and client interaction into one secure place.
Your whole book of clients.
Organized, not scattered.
Client Portal
See your whole book at a glance
Active policies, contact details, renewal status. Every client on one screen. No folder of spreadsheets. No digging through old emails to remember where things stand.
Client Detail
Every client's whole history, on one record
Private notes, uploaded documents, communication history. All in one place. Nothing depends on your memory, or a search through your inbox.
Messaging
Every message, tied to the right client
Clients ask about coverage, renewal terms, or a policy change right from their portal. No shared inbox, no guessing which client or policy a message belongs to.
Renewal & Compliance Tracking
Never miss a renewal. Never guess what's missing
See which renewals are complete and which forms are still outstanding, across your whole book, before a lapsed policy becomes a client's problem, or yours.
Offer Comparison
Every carrier's offer, compared side by side
Drop in quotes from multiple carriers and see term length, riders, and exclusions lined up together. Skyline flags the details clients would otherwise miss — a travel exclusion, a shorter conversion window — so the right recommendation is obvious before you present it.
Whitfield Family — Term Life
3 policies reviewed · Prepared by Amelia Lowe
Coverage
$1.0M
Meridian Life
20-year term
Convertible
To age 65
Medical exam
Required
Northbridge
20-year term
Convertible
To age 70
Medical exam
Waived
Cascade Mutual
25-year term
Convertible
Not offered
Medical exam
Required
Key factor flagged — easy to miss
Meridian's exclusion clause suspends coverage during international travel over 30 days. Northbridge carries no travel restriction and converts 5 years longer.
Why Skyline for Insurance
Most signing tools stop at the signature. Skyline covers the whole renewal, from sent to signed and verified.
Renewal delivery
One link, not an email chain. You'll know the second a client opens, views, or signs their renewal.
Risk & identity
AI checks every policy document against 200+ risk points before it's sent. Every client is identity-verified before a signature is binding.
Client experience
Clients get their own portal, no login to create, just a link that shows exactly what's signed and what's still outstanding.
Document management
Every client's file sits in its own encrypted workspace. Policies, status, history, together. Nothing hiding in email.
Multi-party signing
Set the signing order once, spouse, co-owner, or business partner. Skyline chases the signatures so you don't have to.
Completion record
Every signed document is sealed and timestamped the moment it's done. If a claim or dispute comes up later, you have the record.
Protection against "That's Not My Signature" claims
Not just convenient. Legally sound. Every signature Skyline collects is enforceable, for you, your client, and your carrier.
Legally binding, wherever you operate
Signatures comply with major e-signature frameworks, including ESIGN, UETA, and regional electronic transaction laws. Every policy document generates a timestamped Certificate of Completion.
Audit trail on every document
IP address, timestamp, and device captured at every signature. Tamper-evident and court-admissible, the record that backs you up if a client disputes what they signed.
SOC 2-grade infrastructure
Built on modern cloud infrastructure with row-level security and encrypted storage. Client policy data and financial details never leave the platform.
Simple, transparent pricing
14-day free trial. No credit card required. Annual plans save 35%.
Starter
14-day trial
Get your first deal signed today
- Send up to 5 documents
- Basic e-signature
- 14-day trial of paid features
Essential
billed $84/yr
For agents closing deals regularly
- Send up to 50 documents/month
- AI contract analysis — 3/month
- AI field detection — 3 documents/month
- Multi-offer comparison — 4/month
- Secure document storage
- Priority email support
- Identity verification — available as an add-on
Professional
billed $168/yr
For agents who want to close faster and catch risks earlier
- Everything in Essential
- AI contract analysis — unlimited
- AI field detection — unlimited
- Multi-offer comparison — up to 5 docs
- Bulk send
Business
billed $300/yr
For teams and power users
- Everything in Professional
- Unlimited storage
- Dedicated support
Common questions
Get started
Your first contract,
signed today.
Skyline takes five minutes to set up — no training, no IT, no credit card. Send a contract this afternoon and watch it come back signed.
14-day trial · Cancel anytime
5-minute setup
Upload a document, add fields, hit send.
Court-admissible
Full audit trail and Certificate of Completion on every envelope.
Your first contract signed today
Clients sign from any device — no account required.