Self-Service Customer Portal
Our insurance software facilitates journey through buying experience, insurance claims reporting and other insurance-related services.
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 clients with real-time data, insurance-related documents and knowledge base.
Communication Channel Module
Easily make contact insurance company with your clients.
Sales Application Module
Deliver insurance agents all the functions necessary for your clients to select and purchase insurance.
Information Source Module
Keep your clients well-informed.
Our intuitive insurance software 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.
Communication Channel Module
Stay in touch with your clients.
Our insurance software 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.
Our insurance software for insurance can also support your personalized insurance promotional campaigns that can be tailored to each client's personal profile.
Sales Application Module
Give your clients the autonomy to choose insurance products and the way to buy them.
Our easy-to-navigate and customizable insurance software 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 insurance documents.
The Insurance software optimizes to enrich the insurance process with personal recommendations and other customized solutions.
See our Online Customer Sales Application
Our insurance software 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
Claims Application Module
Provide the ability to register and monitor claims.
Our insurance software 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
Give the chance to perform other tasks on their own.
Our insurance software goes beyond insurance claims to encompass various self-service tasks. These can be conveniently set up and easily adjusted as needed.
Not only does our insurance solution 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.
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.
