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.
Self-Enrollment or Admin creation with email
Get data from staging server or Back End either via web services or read only SQL, depending on IT requirements
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)
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
Customer Self-Service Portal
We look forward to showing you how our solution allows you to build a seamless customer experience for your customers.
Request a demo now and experience the CSSP yourself!