Self-Service Customer Portal for Insurers

Key business
advantages

24/7 accessibility

Self-selection of products by the customer

Seamless interactions with your customers

Intuitive guidance and self-service processes

5 modules that you buy together or separately

We offer our Self-Service Customer Portal as an all-in-one solution or a solution with selected features or applications: Information Source, Communication Channel, Sales, Claims and Other Services Applications. We can customize our solution to suit your needs and business, as well as include new features. You can choose the configuration for Life or P&C insurance or both.

Information Source

Provide customers with real-time data, insurance-related documents and knowledge base.

Communication Channel

Easily make contact with your customers.

Sales Application

Deliver all the functions necessary for your customers to select and purchase insurance.

Claims Application

Provide the ability to register and monitor claims.

Other Services Application

Allow independent use of after-sales tools.

Information Source

Keep your clients
well-informed

Our intuitive Self-Service Customer Portal transparently provides your customers with the most up-to-date information on their policy details, personal data, the history and status of their claims, policies, payments and other services.

See our Fast Quote concept

It gives your customers easy access to their insurance-related documents, such as policy quotes, contracts, endorsements, renewals, claims records, correspondence and more.

Our application also includes an easily accessible internal knowledge base which provides key information and answers to frequently asked questions.

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Policyholders have access to relevant info

Communication channel

Stay in touch with your customers

Seamless communication between insurers, agents, and policyholders

Our portal facilitates seamless communication between you, your customers and, if necessary, your agents.

It includes features that enables customers to reach out to you for assistance quickly and easily.

It enables you to directly notify, update, or remind customers about insurance-related issues, as well as send important information via SMS or e-mails, improving overall communication.

Our solution can also support your personalized promotional campaigns that can be tailored to each client’spersonal profile.

Sales application

Give your customers the autonomy to choose
insurance products and the way to buy them

Our easy-to-navigate and customizable portal guides the customer 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.

Sales Application optimizes to enrich the process with personal recommendations and other customized solutions.

See our Online Customer Sales Application

It also provides an omnichannel experience for customers, who cxan 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

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Guide insurance buyers through the buying process

Claim application

Allow customers to report and track 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 speedsup the claims handling process.

It enables customers to track the status of their claims, access all related documents, and communicate easily.

Other services applications

Give the chance to perform other tasks on their own.

Our 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 portal allow for updates to personal information, but it also accommodates more intricate tasks such as policy recommendations or renewals. These processes are supported by a range of user-friendly and automated features.

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A wide selection of self-service features

Benefits

Empowerment customers

Provide your clients with a user-friendly tool that is a available 24/7 for real-time information and give them the ability to perform insurance-related tasks on their own at any time.

Improved data

By allowing customers to update their own information and perform certain tasks you can receive more accurate 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

Streamline internal processes, reducing operating costs.

Better analysis of information and data

Let customers update their own information and perform certain tasks. Get not only more accurate data, but also information about their behaviors, that can be used to better understand their needs and preferences.

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

Self-Service Customer Portal

Key business advantages

Communication channel

Claim application

Self-Service
Customer
Portal

Key business
advantages