Servicing is in the Hands of the Policyholder

With our Self-Service Portal, routine policy servicing is handled by the policyholder, mitigating the need for your carriers to establish resource-draining call centers.

Our system’s intuitive interface allows end customers to easily and securely access policy information anytime, anywhere, further reducing customer service costs.

Real-Time Access to Financial Information

In today’s environment, customers expect simple and convenient access to their financial information. Our Self-Service Portal allows your carriers and distributors to easily and cost-effectively offer modern self-service tools to policyholders as part of your service offerings. Our solution features:

  • A customizable, intuitive, end-user interface
  • Full integration with our other administrative solutions
  • Streamlined policy processing that increases overall efficiency
  • System access to a web portal, supporting style and branding to reflect your carrier’s banner
  • Comprehensive security and data protection features

Advanced technology and Increased profitability

Learn how Lincoln Financial Group uses the New Business and Enrollment Portal and Policy Self-Service Portal to improve efficiencies.

The Policy Self-Service Portal is a user-friendly, web- based solution, fully integrated with our illustration, transaction entry and policy administration solutions.

Users access the system through a simple pass-through web portal, all under your associated carrier’s banner. The underlying technology is structured using an N-Tiered Scalable Architecture that employs an Oracle database management system, Java, Java 2EE and an internet-based HTML presentation layer.

Our Policy Self-Service Portal works in concert with our New Business and Enrollment Portal to increase efficiency and streamline the enrollment and new business process.

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  • Testimonials

    Read Success Stories

    “The Andesa Policy Administration system is a big improvement from our old system.”

    “Andesa is continually thinking of ways to make our jobs easier.”

    “Andesa, in my mind, exemplifies how a business partnership should work. They’re certainly interested in our success – the more successful we are at maintaining our business, the better it is for them.”

    “Andesa gave us good solutions that we can use — or our clients can use — to make the whole process better.”

    “Issuing policies in bulk is a real pleasure.”

    “Andesa has flexible systems and a knowledgeable and responsive staff.”

    “We’ve had a very successful first week on the Andesa system. Associates are feeling upbeat, have provided extremely positive feedback, and are impressed with the ease of use and accurate processing.”

    “We appreciate the partner relationship that we have with Andesa, rather than a typical vendor and client business arrangement.”

    “We can change priorities quickly and Andesa is able to react as needed. Andesa is always looking for ways to improve the solutions they offer.”

    “Andesa’s flexibility and knowledge of our product line, coupled with overall industry knowledge, makes doing business easy.”

    “Andesa has many talented and professional staff members. They are quick to respond to issues and work hard to resolve them.”

    “Andesa has a client-oriented staff that can adapt to our business needs and is willing to think outside the box.”

    “I like the fact that the Andesa Policy Administration system lets me find all relevant information on one page, rather than 100 screens. It’s a lot easier.”


    “The Andesa Policy Administration system makes more reporting data readily available. It is also much easier to run a report at any level, and get all the groups and sub groups.”

    “Andesa works to meet all timelines and shows a committed effort to helping the customer.”

    “All of the on-demand, web-based solutions make Andesa’s services easy to use.”

    “Thank you to the Andesa team for an exceptional job done with the conversion.”

    “Andesa has been outstanding in working through the challenges with respect to our project. I am particularly impressed by the ability to problem solve and deliver on commitments.”

    “Andesa has responsive personnel who care about making things right.”

    “Andesa does a great job of recovering and reacting. Any time I have ever had a critical need, it was addressed immediately.”

    “Andesa approaches the engagement in the spirit of a true partnership.”

    “The client service at Andesa continues to blow my expectations out of the water. They are knowledgeable, responsive and could not possibly deliver better service to me and my team.”

    “The Andesa staff is exceptional. They have helped me and my team tremendously over the past year.”


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