Client Self-Service

Client Self-Service

Enhance your client service and gain competitive advantage

Providing your clients with the option to self-serve when it comes to organising their insurance is a clear competitive advantage to any aspirational insurance broker. This is why our innovative, digital Client Self-Service product range has been developed.

Our self-service portal equips your business with the tools to make online trading for you and your clients even easier. The portal offers a range of components covering document management and online mid-term adjustments through to payments and claims so your clients can manage their policy covers easily, and at their own convenience.

The components are also independent to one another allowing you to choose the right self-service options based on your business and clients’ requirements.

Key benefits

  • Have greater control with the workflow and administration of all your online policies.

  • Boost your client insight by capturing data in a structured format that can also support the production of management information reports.

  • Achieve significant time and cost savings by eliminating the need to manually print and post client documentation.

  • Have peace of mind that all online client information is stored in a secure web environment before being passed straight into your Open GI Policy Administration system.

Our solution includes:

For more information please contact us on 01905 754455.

Enhance your client service and gain competitive advantage

Providing your clients with the option to self-serve when it comes to organising their insurance is a clear competitive advantage to any aspirational insurance broker. This is why our innovative, digital Client Self-Service product range has been developed.

Our self-service portal equips your business with the tools to make online trading for you and your clients even easier. The portal offers a range of components covering document management and online mid-term adjustments through to payments and claims so your clients can help themselves to manage their policy covers easily, and at their own convenience.

The components are also independent to one another allowing you to choose the right self-service options based on your business and clients’ requirements.

Key Client Self-Service benefits

  • Have greater control with the workflow and administration of all your online policies.

  • Boost your client insight by capturing data in a structured format that can also support the production of management information reports.

  • Achieve significant time and cost savings by eliminating the need to manually print and post client documentation.

  • Have peace of mind that all online client information is stored in a secure web environment before being passed straight into your Open GI Policy Administration system.

Our solution includes:

For more information please contact us on 01905 754455 or view our other digital products below:

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