Customer Portal for Insurance
Modern self-service portal for policyholders. Policy management, claims, and online payments - 24/7.
Digital service for policyholders
Insurance customers today expect the same level of digital service offered by banks and e-commerce platforms. Yet many insurance companies still require phone calls or branch visits for the simplest operations - checking a policy, filing a claim, or downloading a document.
We build custom customer portals that enable policyholders to manage policies, file claims, and make payments online - 24/7, from any device. An intuitive interface, mobile responsiveness, and full integration with the insurer's systems create a modern customer experience.
Key capabilities
Policy Management
Overview of all active policies, coverage details, renewal dates, and the ability to update personal information without contacting an agent.
Claims Filing
Multi-step claim submission form with the ability to attach photos, documents, and descriptions. Real-time status tracking.
Document Upload
Secure document upload - damage photos, invoices, police reports. Automatic validation and OCR text recognition.
Payment History
Complete premium payment history, outstanding balances, and overpayments. Automatic reminders for upcoming payment due dates.
Self-Service
Customers independently handle common operations - address changes, policy downloads, assignments, claim submissions - without contacting support.
Mobile Responsive
Fully responsive portal - works perfectly on phones, tablets, and desktops. PWA with home screen installation capability.
How we deliver
Needs Analysis
We map the most common customer operations, existing insurer systems, and UX requirements for different policyholder groups.
UX/UI Design
We create an interface based on user research - intuitive, accessible, and consistent with the insurer's brand.
Core Integration
We connect the portal to the core insurance system, DMS, payment gateways, and notification systems.
Launch & Onboarding
Portal launch, customer migration, information campaign, and support during the first months of operation.
Have a project in mind?
Let's discuss your needs. Book a free consultation and learn how we can help bring your vision to life.
