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6 Must-Have Features for an Insurance Customer Self-Service Portal

Insurance policyholders are increasingly relying on self-service to complete a variety of critical tasks and access useful information to help them determine the best policy that matches their needs.

A self-service portal must go beyond simply enabling customers to pay bills and purchase or upgrade policies. An effective portal must offer carriers features that anticipate customer needs and encourage engagement, such as experience management, a personalized dashboard, and analytics. Today’s best portals are intuitive solutions that empower both carriers and customers. Carriers can establish a long-term customer relationship built on knowledge, loyalty, and trust, while policyholders benefit from a time-saving, intuitive self-service platform that enables them to complete simple tasks.

This whitepaper highlights six features every carrier should expect in a modern customer self-service portal.

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