Customer Portal
Empower your customers with 24/7 access to their insurance information. A self-service portal that reduces support calls, improves customer satisfaction, and builds long-term loyalty.
What is Customer Portal?
Our Customer Portal is a branded self-service platform that gives your customers instant access to their insurance policies, documents, and claims. Available on desktop, tablet, and mobile devices, the portal enhances customer experience while reducing your team's workload.
Key Features
Policy Dashboard
View all active policies, renewal dates, coverage details, and premium information at a glance.
Document Downloads
Download policy documents, renewal notices, claim forms, and other important documents anytime.
Online Claim Submission
Submit claims directly through the portal with document uploads and real-time status tracking.
Profile Management
Update contact information, addresses, and manage family member details independently.
Renewal Reminders
Automatic notifications for upcoming renewals via email, SMS, and WhatsApp.
Mobile Responsive
Fully responsive design works seamlessly on smartphones, tablets, and desktop computers.
Why It Matters
Improve Customer Satisfaction
Customers can access their information 24/7 without waiting for business hours or calling support.
Reduce Support Calls
Self-service capabilities reduce routine inquiries by 70%, freeing your team for high-value tasks.
Increase Retention
Engaged customers who can easily access their policies are 3x more likely to renew.
Branded Experience
Customize the portal with your agency's branding, colors, and logo for professional presence.
How It Works
Create Account
Customer registers with email and mobile number verification.
Access Dashboard
Login to view personalized dashboard with all policies and documents.
Self-Service
Download documents, submit claims, and update profile information.
Stay Informed
Receive automatic notifications for renewals and claim updates.
Related Features
Customer Management
Manage customer data and provide portal access credentials securely.
Learn More →Ready to Empower Your Customers?
Start your 14-day free trial today. No credit card required.