Insurance portal development:
features, benefits and solution overview

Insurance portal development: features, benefits and solution overview

An insurance portal is a digital hub that brings insurance agents, clients, and brokers together, manages their relationships, and offers life, health, and property insurance and policy administration. Itransition builds insurance portals that increase agent productivity and customer satisfaction.

the estimated size of the global digital insurance industry by 2026

Global Industry Analysts

of the cost of a claim journey can be reduced through automation

McKinsey

of new motor, property, and travel insurance sales to be digitally influenced by 2023

Forrester

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Main features of insurance portals

Customer management

Manage the company's relationship with potential and existing customers, optimize processes, and improve the entire customer lifecycle.

  • Customer onboarding
  • Self-service capabilities
  • Collaboration automation

Types of insurance portals

Types of insurance portals

Self-service portal

A self-service portal allows customers to log into their accounts and access their policy information. It also benefits insurance companies, saving them time on routine service tasks and helping meet customer expectations.

Agent and broker portal

A dedicated web portal for brokers, partners, and agents allows them to collect and view data on insurance policies and application statuses all in one place. Streamlined processes will increase operational efficiency and facilitate new deals.

Underwriting portal

An underwriting portal organizes insurers and connects them with brokers and clients. Insurers can interact with clients to manage business promotions and online policy sales to deliver a best-in-class experience.

Affiliate partner portal

An affiliate partner portal provides the partners of an insurance organization access to the most relevant offers and opportunities as well as helpful resources.

Insurance comparison portal

Insurance policy comparison portals allows customers to compare different insurance policy offers for certain categories and see which one provides the best premium rates.

Insurance MGAs and MGUs portal

This insurance portal is used by managing general agents (MGAs) and managing general underwriters (MGUs) who are appointed by insurer firms to collect applications from agents and manage insurance contracts.

Our insurance portal development services

Our team creates custom and platform-based portals that bring insurance agents and customers together. We can also keep your current solutions running or improve them based on your business needs.

Platform-based portal development

We can create an insurance portal based on best-in-class platforms relative to your requirements. We will advise you on suitable platforms, configure the system, add the necessary features and implement the solution in your business environment.

Custom insurance portal development

Our team builds custom insurance portals from scratch to meet all your unique requirements. We build prototypes, create UX/UI design, develop the portal’s back-end and front-end, test and implement the solution in your corporate environment with the necessary configurations and integrations.

Migration

We migrate your insurance portal from a legacy environment to a future-proof one, more suitable to your evolved needs. Our team will set up and configure the target platform, carry out secure data migration, and integrate it with other enterprise software.

Modernization

Our team can rebuild an existing insurance portal, modernize it for your new business requirements, and improve its performance. We can update the UX/UI, implement new features, and refactor its source code.

Insurance portals: to build or to buy?

Custom portal

If you choose to develop an insurance portal from scratch, you can make sure it has a custom infrastructure and features tailored to your needs and workflows. Other benefits of a custom solution include:
  • Branded UI/UX
  • Features added on-demand
  • Customization
  • High scalability

Client spotlight: solutions we've built

SaaS platform for claim management

£1 million

in Series A funding

We developed a highly configurable and scalable SaaS solution to manage the full life cycle of insurance claims and policies for a UK startup.

Salesforce CRM for a US insurance buyout agency

54%

leads growth

We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity and the number of leads.

Insurance workflow management system

Advanced automation

of insurance workflows

Insurance workflow management system

We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.

Health insurance management platform

For millions of children

eligible for health insurance

We implemented a financial module into the insurance management platform used by US government employees to serve millions of children eligible for CHIP low-cost health coverage.

SaaS platform for claim management

£1 million

in Series A funding

We developed a highly configurable and scalable SaaS solution to manage the full life cycle of insurance claims and policies for a UK startup.

Salesforce CRM for a US insurance buyout agency

54%

leads growth

We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity and the number of leads.

Insurance workflow management system

Advanced automation

of insurance workflows

Insurance workflow management system

We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.

Health insurance management platform

For millions of children

eligible for health insurance

We implemented a financial module into the insurance management platform used by US government employees to serve millions of children eligible for CHIP low-cost health coverage.

SaaS platform for claim management

£1 million

in Series A funding

We developed a highly configurable and scalable SaaS solution to manage the full life cycle of insurance claims and policies for a UK startup.

Salesforce CRM for a US insurance buyout agency

54%

leads growth

We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity and the number of leads.

Insurance workflow management system

Advanced automation

of insurance workflows

Insurance workflow management system

We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.

Health insurance management platform

For millions of children

eligible for health insurance

We implemented a financial module into the insurance management platform used by US government employees to serve millions of children eligible for CHIP low-cost health coverage.

Insurance portal integrations

Insurance portal integrations
CRM
ERP
CMS
PIM
Data analytics

CRM

We will connect your insurance portal with an enterprise CRM to help you use existing and potential customer data from across various channels and create more personalized offers, promotions, and user experiences.

ERP

Our team will integrate the portal with your corporate ERP system to organize insurance data into an accessible structure, facilitate business process management and optimize decision-making.

CMS

With CMS integration, you can manage, add and modify web portal content, create pages of different formats using simple data widgets, and efficiently administer the site.

PIM

Integration with PIM ensures consistency and visibility of up-to-date insurance information in the portal and other business systems. Due to the integration, customers can view the latest policy and insurance information at any time.

Data analytics

We can integrate analytics features into your insurance portal that will collect up-to-date client data, track portal performance and changes in customer behavior, and predict trends, helping you make data-driven decisions.

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Benefits of insurance portals

Improved customer retention

You can increase retention rates with features like automatic reminders and offers to purchase insurance products.

Enhanced data safety

The availability of verification and encryption technologies in the portal will keep sensitive data secure.

Operations optimization

Using the insurance portal, you can automate underwriting and customer service claims processing, reducing the risk of errors.

Customer analytics

You can analyze customer actions to offer more appropriate, personalized insurance products with better risk coverage.

Common challenges with insurance portals

Challenge

Solution

Challenge

Complex implementation

Challenge

Solution

To simplify insurance portal implementation for your IT team and staff, you should start with a technology audit and develop a comprehensive strategy for portal development and implementation, insurance data migration, customization of the solution to the business needs, and integration of all legacy and new systems like CRM, PIM, or CMS.

Challenge

High total cost

Challenge

Solution

In addition to portal development costs, you must consider consulting and advisory services, support and maintenance costs, and security expenses. Before the development, companies should also justify how well the planned insurance portal meets their needs, and if it proves too expensive, what adjustments can be made to lower its cost.

Challenge

Lack of digital agility

Challenge

Solution

To prepare for insurance portal adoption, companies should carefully assess their ability to quickly adapt to changes in operations, such as how soon they can get used to the automation of routine tasks. To speed adaptation, companies can also develop training programs to upskill insurance agents.

Challenge

Low digital literacy

Challenge

Solution

Insurance agents would need to possess some technical skills to work with the portal. If the company’s digital literacy level is low, they can develop a training plan to ensure that employees upgrade their skills to work with different tools within the portal.

Related services

Data analytics

Data analytics

We deliver data processing and analysis solutions so you can make key decisions and identify new opportunities for business growth.

Cloud consulting

We provide seamless software migration to the cloud platform of your choice and offer cloud development and redesign services.

Mobile enablement

We create portals that work seamlessly on any device while maintaining full functionality. Our team can also create a mobile application while saving all management structures.

Cyber security consulting

Cyber security consulting

We build cyber-resistant and secure IT ecosystems for all types of organizational assets. Our goal is to help build an organization's overall security policy.

FAQ

Can you build a mobile-friendly insurance portal?

What is the cost of insurance portal development?

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