Best Self-Service Insurance Portal Software for Policyholders 2021

Our truly Integrated,
Multi-Line Insurance Platform Comes With

Policy
Management

Manage full policy lifecycle of transactions - Rate, Validate, Quote, Bind, Issue & Policy Changes

BILLING & INSURANCE ACCOUNTING

A full-fledged double entry accounting system to manage all policy and claims related financial transactions

CLAIMS
MANAGEMENT

Auto-Verify Policy coverage in real time. Manage reserves, loss payments & expenses at a claims feature level.

CLIENT
MANAGEMENT

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.

AGENCY
MANAGEMENT

Manage agencies including profiles to quote, bind & endorse polices. Also manage commission rates & payments

INTERACTIVE
BOT

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.

EFFICIENCY
TOOLS

Reduced Average Handling Time thru smart navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules

BUSINESS
INTELLIGENCE

Analyze your key business performance indicators through standard and customizable BI Dashboards

POLICY HOLDER SELF-SERVICE PORTAL

Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments

PARTNER
INTERFACES

Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc.

ADJUSTERMATE MOBILE APP

A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system

SECURITY &
COMPLIANCE

Robust built-in security. Data in Transit is encrypted. VAPT & PCI complaint. OAuth/Single sign-on