Customer Portal

The INSIS Customer Self-Service Portal offers a depth of features and functionality, including:

  • Quotation posting and application submission
  • Policy alteration requests
  • Account value operations
  • Customer data access (policies, due premiums, claims)
  • First notice of loss submission
  • Notifications and reminders

 

Agency Portal

The Agency Self-Service Portal caters for insurance company partners and agents. Besides posting quotes and submitting applications, this module also gives insurance agents the ability to view their portfolio and customer data; it also gives them access to other useful functionality, i.e. calendars, tasks, and news.

Task management Commission reporting Target (portfolio) monitoring Notifications and reminders Customer monitoring and data access