Self-Service Customer Portal
Empower your customers with our Self-Service Customer Portal — an all-in-one insurance platform for policies, claims, and communication.
Why Self-Service Customer Portal?
Our Self-Service Customer Portal is a modern platform that allows your customers to independently manage their policies and insurance needs 24/7. The portal has a modular design - you can implement it as a complete solution or select only the features you need, such as policy sales, claim reporting and tracking, document access, or a communication channel.
24/7 Customer Self-Service
With the portal, your customers are no longer limited by office hours—they can check policy details, download necessary documents, make payments, or report a claim at any time.
The Complete Insurance Journey
Our portal is an integrated tool that supports the customer at every stage: from selecting and purchasing a policy, to servicing it, and finally, reporting and monitoring the status of a claim. You decide which stages of this journey you want to make available online.
Higher Satisfaction & Lower Costs
Customers are more satisfied because they can handle their business faster and more conveniently. Your company wins because the automation of simple tasks and inquiries significantly reduces the load on your contact center and staff.
5 modules - Available Together or Separately
We offer our insurance 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 Module
Provide your clients with real-time access to policy details, insurance documents, and a comprehensive knowledge base. Offer up-to-date information on quotes, contracts, renewals, and claim histories — all in one secure, user-friendly space.
Communication Channel Module
Facilitate two-way communication between your company, agents, and clients. Enable customers to reach your support team instantly and personalize communications, including targeted promotional campaigns based on customer profiles.
Sales Application Module
Empower customers to choose and purchase insurance products independently. Guide them through the entire online journey — from quote generation and customization to payment and document delivery — with a smooth omnichannel experience.
Claims Application Module
Simplify the claims registration and tracking process. Allow clients to submit claims online, upload documentation, and monitor claim status in real time, ensuring transparency and faster resolutions.
Other Services Application
Offer customers and agents access to additional self-service tools. From updating personal information to policy renewals or personalized recommendations — this module supports flexible, post-sales interactions through intuitive automation.
Information Source Module
Keep Your Clients Well-Informed
Our intuitive Self-Service Customer Portal gives your clients transparent, real-time access to their insurance policies, personal data, claim histories, payments, and more.
See our Fast Quote concept
They can easily retrieve insurance documents — including policy quotes, contracts, endorsements, renewals, and correspondence — without needing to contact support.
The system also includes a built-in knowledge base with essential FAQs and guidance, reducing call-center workload and improving customer satisfaction.
Communication Channel Module
Stay in Touch with Your Clients
Our portal ensures seamless communication between customers, insurers, and agents.
It allows clients to quickly request assistance, check status updates, or exchange documents.
Additionally, it supports personalized marketing campaigns, tailored to individual client profiles and preferences — all managed within a single digital environment.
Sales Application Module
Give Clients Full Autonomy
Let your clients explore, compare, and purchase insurance products online with confidence.
The Sales Application Module guides them through every step — from selecting the right coverage and customizing options to payment and immediate policy issuance.
See our Online Customer Sales Application
It provides a true omnichannel experience, enabling users to start a purchase in one channel (e.g., online) and finish it in another (e.g., agent-assisted).
See our Agent Portal - 360° Agent's Workplace
Claims Application Module
Simplify Claims Management
Empower clients to file and monitor claims easily.
They can fill in all required details, attach documentation, and follow progress in real time.
This module enhances customer trust by ensuring full transparency and faster processing through digital automation.
Other Services Applications
Enable Complete Self-Service
Go beyond claims and sales — allow customers to handle other key insurance tasks independently.
They can update personal data, request renewals, or receive product recommendations — all through user-friendly, automated workflows that reduce manual effort and enhance efficiency.
Benefits
Implement Insurance Software On Time & Within Budget
We present simple steps to ensure a smooth and successful implementation of insurance software. Whether you are upgrading existing systems or implementing new solutions, these tips will help you navigate the process confidently, minimize disruptions, and maximize your return on investment. These are the same steps we follow in our clients' projects.
Customer Testimonials & References
See what leading insurers say about working with Decerto.
Used by the World's Leading Companies
FAQs
We've gathered answers to the questions we get asked most often.
The Self-Service Customer Portal by Decerto is an advanced insurance tool designed to empower insurance customers by providing them with direct access to their policy information, claims status, and other services. It enables customers to manage their policies, submit claims, and access support without the need for direct interaction with insurance agents.
Implementing the Self-Service Customer Portal offers numerous benefits to insurance companies, such as reduced operational costs, improved customer satisfaction, increased customer engagement, enhanced data accuracy, and the ability to offer 24/7 access to services.
The implementation process for the insurance solution involves several stages: needs analysis, technical infrastructure preparation, system configuration and customization, data migration, testing, and full deployment. Our team of experts supports clients at every stage to ensure a successful implementation.
The insurance software uses the latest security technologies, such as data encryption, secure login, regular security audits, and compliance with international data security standards, to ensure maximum protection of clients' data for insurance companies.
The Self-Service Customer Portal improves customer experience by providing easy access to policy information, enabling quick claims submission, offering real-time updates and notifications, and providing personalized support. This convenience and accessibility lead to higher customer satisfaction and engagement.
The main features of the Self-Service Customer Portal include: policy management, claims submission and tracking, document upload and management, payment processing, access to personalized insurance offers, real-time notifications, and customer support through chat and FAQs.
Yes, the Self-Service Customer Portal is designed to easily integrate with other insurance systems, including policy administration systems, claims management systems, CRM systems, and other tools used by insurance companies.
The costs associated with using the insurance software depend on several factors, such as the number of users, the scope of features, and specific integration requirements. Please contact our sales team for a detailed quote and to learn more about our pricing plans.
The insurance software employs the latest security technologies, such as data encryption, secure login, regular security audits, and compliance with international data security standards to ensure maximum protection of customer data.
Still have questions?
If you didn’t find the answer to your question on our website, please contact us. We’ll get back to you within 24 hours.
Let’s Build the Future of Insurance Together
Start a conversation with our team and discover how Decerto can accelerate your digital transformation.
