Customer Self-Service Portal (CSSP)

Enables customers to interact and get information themselves including policies and certificate details

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Self-service policy & certificate details, update profile, pay premium & print statement.

 

Service request & claims notification e-Forms auto trigger workflows to route to relevant department, and use messaging to keep customers updated.

 

Secure integration with core back-ends, payment gateways for straight through processing & customer notification. 

 
 

CSSP enables customers to interact and get information themselves including policies and certificate details, update their profile, pay premiums online and print statements. Service request & claims notification e-Forms auto trigger workflows to route to the relevant department, and use messaging to keep customers updated.

 

Opening of account

Self-Enrollment or Admin creation with email

Policy enquiry (one day delay)

Get data from staging server or Back End either via web services or read only SQL, depending on IT requirements

Proposal details

Get data from staging server or Back End either via web services or read only SQL, depending on IT requirements

Product, SA & premium

Life Assured, Payor, Plan/riders, Premium, Status etc formatted in responsive web UX Get data from staging server either via web services or read only SQL (to confirm with IT)

Nominees & Absolute Assignee

Get data from staging server or Back End either via web services or read only SQL, depending on IT requirements

Fund price

Get data from staging server or Back End either via web services or read only SQL, depending on IT requirements

Intermediary contact

Require daily agent sync to update agent status and not allow viewing of terminated intermediaries. Get data from staging server or Back End either via web services or read only SQL, depending on IT requirements