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
Manage the company's relationship with potential and existing customers, optimize processes, and improve the entire customer lifecycle.
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.
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.
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.
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 policy comparison portals allows customers to compare different insurance policy offers for certain categories and see which one provides the best premium rates.
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 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.
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.
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.
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.
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.
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.
leads growth
We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity and the number of leads.
of insurance workflows
We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.
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.
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.
leads growth
We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity and the number of leads.
of insurance workflows
We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.
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.
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.
leads growth
We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity and the number of leads.
of insurance workflows
We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.
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.
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.
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.
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.
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.
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.
You can increase retention rates with features like automatic reminders and offers to purchase insurance products.
The availability of verification and encryption technologies in the portal will keep sensitive data secure.
Using the insurance portal, you can automate underwriting and customer service claims processing, reducing the risk of errors.
You can analyze customer actions to offer more appropriate, personalized insurance products with better risk coverage.
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.
We deliver data processing and analysis solutions so you can make key decisions and identify new opportunities for business growth.
We provide seamless software migration to the cloud platform of your choice and offer cloud development and redesign services.
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.
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.