Self-Service
Customer
Portal

Our Self-Service Portal facilitates insurance journey through buying experience, insurance claims reporting and other insurance-related services.

Key business
advantages

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24/7 accessibility
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Self-selection of insurance products by the clients
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Seamless interactions with your clients
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Intuitive guidance and self-service insurance processes
5 modules Self-Service Portal that you buy together or separately
We offer our Self-Service Customer Portal as an all-in-one solution for insurance companies or a solution with selected features or applications: Information Source, Communication Channel, Sales, Claims and Other Services Applications. We can customize our insurance software to suit your needs and business goals, as well as include new features. You can choose the configuration for Life or P&C insurance or both.
Information Source
Provide clients with real-time data, insurance-related documents and knowledge base.
Insurance Communication Channel
Easily make contact insurance company with your clients.
Sales Application For Insurance Agent
Deliver insurance agents all the functions necessary for your clients to select and purchase insurance.
Insurance Claims Application
Provide the ability to register and monitor insurance claims.
Other Services Application For Insurance Industry
Allow independent use of after-sales tools for insurance agents and agencies.
Information Source About
Insurance
Keep your clients
well-informed
Our intuitive insurance Self-Service Customer Portal transparently provides your clients with the most up-to-date information on their insurance policy details, personal data, the history and status of their claims, insurance policies, payments and other services.

See our Fast Quote concept
It gives your clients easy access to their insurance-related documents, such as policy quotes, contracts, endorsements, renewals, claims records, correspondence and more.
Our insurance application also includes an easily accessible internal knowledge base which provides key information and answers to frequently asked questions.
Policyholders have access to relevant info
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Communication channel

Stay in touch with your clients
Seamless communication between insurers, agents, and policyholders
Our insurance portal facilitates seamless communication between you, your clients and, if necessary, your insurance agents.
It includes features that enable clients to reach out to you for assistance quickly and easily.
It enables you to directly notify, update, or remind clients about insurance-related issues, as well as send important information via SMS or e-mails, improving overall communication.
Our sofotware for insurance can also support your personalized insurance promotional campaigns that can be tailored to each client's personal profile.
Sales application For Insurance Agents
Give your clients the autonomy to choose insurance products and the way to buy them.
Guide insurance buyers through the buying process
Our easy-to-navigate and customizable insurance portal guides the clients through the entire online purchasing process, from selecting an insurance product, customizing it, making the payment and delivering the insurance contract along with other necessary documents.
Insurance Sales Application optimizes to enrich the insurance process with personal recommendations and other customized solutions.

See our Online Customer Sales Application
It also provides an omnichannel experience for clients, who can start the purchase process in this portal and complete it in another channel, or finalize a purchase initiated in other channels.

See our Agent Portal - software for insurance agent
Guide insurance buyers through the buying process

Insurance Claim application

Allow clients to report and track insurance claims.
Customer portal allows customers to file claims
Our Self-Service Customer Portal allows customers to easily submit insurance claims by filling out all the necessary details and uploading supporting documentation. This greatly speeds up the claims-handling process.
It enables customers to track the status of their insurance claims, access all related documents, and communicate easily.
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Other services applications
For Insurers
Give the chance to perform other tasks on their own.
Our insurance portal goes beyond claims to encompass various self-service tasks. These can be conveniently set up and easily adjusted as needed.
Not only does our solution for insurers allow for updates to personal information, but it also accommodates more intricate tasks such as insurance policy recommendations or renewals. These processes are supported by a range of user-friendly and automated features.
A wide selection of self-service features
Benefits
Empowerment customers
Provide your clients with a user-friendly insurance tool that is available 24/7 for real-time information and gives them the ability to perform insurance-related tasks on their own at any time.
Improved insurance data
By allowing customers to update their information and perform certain tasks you can receive more accurate insurance data.
Increased efficiency
Give customers the ability to perform some tasks themselves. Make communication faster and more interactive by automating processes and speeding them up.
Reduced costs of insurance operations
Streamline internal processes, reducing operating costs.
Better analysis of information and insurance data
Let clients update their information and perform certain tasks. Get not only more accurate insurance data, but also information about their behaviors, that can be used to better understand their needs and preferences.
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Frequently
asked questions
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
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