# DemoPage for insurance: Train brokers on the real portal, not a slide deck.

> DemoPage shows brokers, agents, and policyholders your insurance portal on a test account: quoting, endorsements, claims intake, and documents. It narrates each screen, answers from your approved guides and product pages, and stops before anything is bound, filed, or paid, so coverage decisions, quotes, and claims stay with licensed people on your team.

For: Carriers, MGAs, brokers, and insurtech platforms.

## What it walks

- **Broker portal training** ([Training](https://demopage.io/use-cases/training.md)). A new producer learns to quote a policy on a practice account: the guide shows each step, then they do it, with a score and completion record.
- **Demos for distribution partners** ([Sales demos](https://demopage.io/use-cases/sales-demos.md)). An agency asks to see your quoting portal and gets a walkthrough shaped to its lines of business. Your team books the appointment.
- **New agency setup** ([Onboarding](https://demopage.io/use-cases/onboarding.md)). Each new agency sees setup in order (users, commissions, and documents) before the kickoff call.
- **Portal how-tos** ([Support](https://demopage.io/use-cases/support.md)). “How do I add a driver to a policy?” gets the matching guide and the screens on a test policy. The real change stays with the person or your team.

## What stays with your team

- Quotes, binding, and coverage decisions
- Claim decisions and payments
- Advice about which coverage to buy
- Anything that needs a licensed person

In any demo, DemoPage never does these:
- Pay for anything
- Sign anyone up
- Change your CRM
- Make a phone call
- Send an email
- Use a visitor's own login
- Open a page you didn't pick
- Promise a discount

## What it needs

A practice account with made-up policies and claimants, and the guides and product pages that are allowed to answer. DemoPage's terms don't allow protected health information, payment card data, or government ID numbers in sandboxes or the pages you pick. A live demo can run in 17 languages.

## An example

Product: Crestline Agency Portal (a sample product)
- Company: Maple Street Insurance
- Problem: New producers take weeks to quote a small business policy.
- Uses: Applied Epic
- Wants to see: A business owner's policy, start to finish

Stops:
1. New quote (/quotes/new): Business details come first.
2. Coverages (/quotes/coverages): Each coverage links to its guide.
3. Documents (/quotes/documents): The proposal is ready to review.

Visitor asks: "Can a producer bind it from here?"
Answer: The quoting guide says binding needs an underwriter's approval above the producer's authority.
Handoff: Binding and pricing stay with your underwriters.

## Questions

**Can DemoPage bind a policy or pay a claim?**
No. It never submits a payment or a final form. Binding, endorsements, and claim decisions go to your team.

**Will it tell someone which coverage to buy?**
No. It explains what your pages say and passes questions that need a licensed person to your team.

**How do we see who finished training?**
Each lesson keeps a score and a completion record for every learner, so you can see which producers have finished.

## Try it free

Start free at https://app.demopage.io/signup with a work email; the trial needs no card. Or the [AI Demo Video of Your Website](https://demopage.io/tools/ai-demo-video.md) records a narrated walkthrough of a public website and emails it to a work address on that website's domain, in about ten minutes. To talk to the team: https://demopage.io/early-access.