Silver Path
Secure client continuation
Keep the portal handoff calm, protected, and on-brand.
This screen is the moment after the recommendation goes out. It should feel trustworthy, quick, and obviously connected to the same agency experience the client just saw.
Why this matters
The relationship should stay intact after the send.
Secure portal access works best when it feels like a natural continuation of the advisor relationship instead of a technical hurdle.
Passwordless entryClients do not need to remember another password just to see the recommendation and their next step.
Agency continuityThe portal should feel like the same relationship the shopper already trusted, not a strange handoff into borrowed software.
Protected follow-throughProposal review, coverage context, and next actions stay behind a deliberate access step instead of living in open links.