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Insuring a life and belongings should be simple for your customers. Selecting an insurance plan for it should be simpler. We build a custom online insurance portal that gives the ease to streamline policies, increase agent productivity and give clients a smooth experience from purchasing to claiming their insurance. 

General Features

• Policy Management


• Agent Management


• Digital Workspace


• Claims And Renewal Management


• Online Premium Payment Management


• Promotional Plans Management

Insurer Benefits

• Profile Management


• Comparison Module And Financial Calculator


• Knowledge And Consultation


• Payment Integration


• Alerts And Notifications


• Document Management

Agent Benefits

• Personalized Quotes & Client Communication


• Clear Goals, Clearer Progress


• E-Signatures

How We Create a Perfect Solution for an Insurance Company

• Requirement gathering


• Cross-check with the base product, finalize customization


• Give iterative updates


• Test for limitations


• Final delivery


• Maintenance and Support

We have been in the portal industry for over a decade. We believe that portal solutions can streamline complex workflows and that can lead to better efficiency, transparency, and productivity. If you are in the insurance industry, we want to help you give all of that to your agents and your clients.

For any kind of open plugins and extensions, contact us at [email protected] or call us on +91-9106747559. For more information: https://www.crmjetty.com/insurance-portal-development/

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