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.
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.
Learn more about life insurance self-service portal solutions by contacting us today!