Insurance Company Self-Service System


Insurance self-service portal provides web and mobile based controlled access for the end consumers to the essential features of policy management system, billing and payments, applications and quotes, claims and Knowledge Center resources. The product was implemented for the US national leader in healthcare liability insurance for medical and dental professionals, as well as hospital healthcare facilities.


As the Company policyholder database was rapidly growing, the Company understood the value a self-service portal could bring to their end consumers, and requested a web and mobile based system where end consumers could have full visibility and secured control of their policy details, billing and payments, applications and quotes, claims, relevant and time-sensitive product information – all without involving a customer service representative. The Company reached out to us for bringing a competitive solution to life.The solution would serve both as the starting point for those looking for medical malpractice insurance and as a place for continued support for a wide range of policyholders with their needs, across different lines of business.


We delivered a self-service platform that allows end customers to update profiles, access policy information, check the status of an open request and retrieve product related information. The implemented self-service portal features include (but are not limited to): Role based and password-protected access 360° Customer View Policy Details, Policy Change & Renewal Billing Summary, Invoice history Wallet / Pay Online Claims / First Notice of Loss / Tracking Reminders / Notifications Quick Quote Generation and Electronic Application Entry and Submission Course History and Continuing Education Online Chat and Contact/Feedback forms Knowledge Center Risk Management Product Information Laws / Regulations Back Office support: Audit trail and usage reporting Customized branding and localization The portal was integrated with the client’s internal systems, helping brand their insurance organization, empowering the client, and promoting customer satisfaction.

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