Self-Service Customer Portal for Insurers

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.

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Policyholders have access to relevant info

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.

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

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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.

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.

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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.

Dive into
Our Blog

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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

Self-Service Customer Portal

Key business advantages

Communication channel

Insurance Claim application

Data security during migration in insurance – data migration challenges

Software For Insurance Agent Effectiveness

The Growing Importance of Cloud Computing in the Insurance Industry

Self-Service
Customer
Portal

Key business
advantages