Insurance gives relief of the lifetime to people regarding many things. There are many types of insurance like car insurance, life insurance, etc. And for the companies providing insurance services, it becomes tricky to manage all the insurances simultaneously and explain small queries to customers. If your company provides different types of insurance to people, then this article is for you. Here we are going to talk about an insurance web portal.
This portal will make the process of applying for insurance easy for your customers. It will streamline policies, provide a smooth customer experience, and increase agent productivity. With insurance web portals, you can be transparent with your customers about your company and offerings. With portals, you can make your company customer-centric. In this article, we will discuss the benefits and must-have features of insurance portals. This will help you to know more about it and get all the possible benefits for your company.
Benefits of Insurance Web Portals
- Automated claim submissions
- Saves time by automating repetitive tasks
- Efficient Processing and Turnaround Time
- Cuts down on support reps costs
- Provides a user-friendly interface to the customer
- Provides self-help features like FAQ section
- Saves the data securely
- Provides quick assistance
If you want to leverage all the above benefits and provide a self-service insurance portal to your customers, then below are the must-have features.
In any company, two things matter the most: experience and security. Let us start with these two first.
Robust Capabilities
A self-service insurance portal needs to be designed to fulfill the demands of both tech-savvy and non-technical users. You need to have a portal that saves people’s time and adds value to it. Additionally, giving them the comfort of using portals from any device they want is essential in the digital age. For this, you will need a portal that provides desktop, tablet, and mobile support. Portals provide your customers with an easy-to-use platform that answers their questions, submits claims, allows them to pay bills, etc.
Robust site-building capabilities need to be non-technical so that any team can easily update, edit, and create pages on their own. This way, your front-end developers can keep full attention on improving the portal’s branding and customer experience. You can add personalized views for each audience segment that includes localized or audience-specific content. So, the content recommendations on your insurance page will be based entirely on the customer’s search records and interests.
Automated Feedback Function
Carriers use web-based forms for capturing customer requests or feedback. This later helps your company to track the customer needs and how their requirements and expectations from your company are changing. Forms are the best way to get feedback. So, you can automate a function where the customer is provided with a feedback form to fill up after taking service from your insurance company. You can even ask them for feedback while they exit from your website.
You need to ensure that the feedback form is well quotes to encourage the users to fill it out for you. You need to make a form that is simple and powerful. You can have autofill sections, drop-down menus, checkboxes, etc., in your form. Also, when you get the feedback, ensure that you are giving your best to resolve the issue any customer is having or having deep discussions with team members on some suggestions mentioned in the feedback. These all will make your insurance website more user-friendly, and users will feel valued too.
Self-Service Functions
If you wish to make your portal self-service, then adding a knowledge base to your website is necessary. You can add answers to common questions to your websites in the form of FAQs or knowledge base articles. These will help customers to search for their query and get the answer at the same time. They do not need to wait for a representative to answer their queries.
You can also have an in-built chatbot that assists your users 24/7. When the users ask their queries to the chatbot, it will reply to them with the inbuilt responses. In case the customer is asking a question that does not exist in the Chatbot system, then it will form a ticket and automatically send it to the respective representative. Later the representative can solve the ticket on priority, and the query can be solved in a few minutes rather than hours.
Also, by adding the self-service sections to your website, you can increase the productivity of the support staff. They will no longer have to waste their time in answering repetitive queries; instead, they can work on other improvements for your website. You just need to ensure that the knowledge base articles are written in easy language with zero technical errors.
Personalized Dashboards
Personalization is a vital part of building an effective insurance customer experience. You need to provide a secure login first in order to let them avail all the features. The first thing they will see after logging in will be the dashboard. Now what personalization you can offer depends on what customizations you want to offer. You can consult a good insurance portal development company, they will help you with every query you have regarding customizations.
The dashboard needs to be user-friendly and the navigation needs to be clear. You can provide them with different sections to view their on-going insurance policies, due dates, payment dates, renewal dates, etc. You can also provide them secure folders where they can keep their important documents or ID cards for further submissions.
Conclusion
Single sign-on and authentication are required to unite all the site’s customers under one login and password. A self-service platform should also support multi-language that changes the currency as per the entered location. You can even provide multi factor authentication. Just ensure that security is not compromised at all in any feature, because in matters like money, data breaching can turn into a big hazard soon. So, when you are choosing a developer or a development company to build your insurance portal, ensure that it gives you the above benefits and features. Customizing the portal is always the best option as you know what your customers need so you can make your app customer-centric.
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