Increase Trust. Increase Buyers. With an Insurance Portal Solution

Insurance agencies can get a complete overview of all the agents and their customers, policies sold, renewals, etc., and their progress. With insurance portal development, they can assign them territories and departments. Buyers can also keep a tab on their policy, the renewal date, and specific terms, as well as download it.

With a do-it-yourself content management system, insurance organizations can build information and data pages for the portal using easy drag-and-drop data widgets and can have complete control over what is shown on pages. The data will load based on assigned roles, so data privacy will remain intact.

Insurance agencies can safely keep customers’ documents with insurance web portal development. Admin can ask for the necessary documents to settle the claim—customers can upload the documents—and update the status of the customer’s claim request after document verification. Save time and enhance security!

Insurance policies are tricky and often use jargon that is hard for clients to understand. So, to build trust and reduce miscommunication, a knowledge base is included to enable self-service. This knowledge base equips customers with the right information to make speedy decisions and thus increases the purchase ratio.