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Applied Client Portal
Online and mobile customer self-service technology
Big tech companies like Amazon have set the bar for convenience and anytime, anywhere service – and insurance is not immune. Your customers want to be able to interact with your business, access their policies, and request information whenever or wherever they want. When you give customers the convenience to self-serve, your team is freed up to focus on other revenue-generating activities. Our online customer self-service application, Applied Client Portal®️, keeps your customers and systems connected to your business. Meet the digital demands of today’s consumers to increase client satisfaction, build client loyalty and stand out among the competition.
Key Benefits
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Keep customers happy and more coming through the door
Give your customers choice in how they interact with your business. Through an online self-service portal, you can provide your customers 24/7 access to insurance documents, online payment and claims.
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Help employees make the most of their time
Free up employees’ time by giving customers the freedom to self-serve at any time of day and from any location.
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Make sure your brand stays front and centre
Elevate your brand and role as a trusted advisor through a branded online customer portal and mobile app. By giving your customers a consistent, branded experience across the channels they want to engage on, you build trust and loyalty with them, resulting in higher retention.
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Fine tune your customer experience
See which portions of the self-service portal your customers are using the most. This will help you determine what further customisations you should make in your portal to provide a better customer experience.
Capabilities
Document Management
No two clients are alike. Alter the documents each client receives to best match their unique needs.
Policy Management
Give customers the freedom to make policy changes on the go from the convenience of their mobile device.
Expanded Chat Options
Provide customers direct access to your team through expanded live-person chat capabilities.
Broker-Branded Portal and Mobile App Experience
Customise your customer portal and mobile app to be consistent with your brand by adding images and specific colors.
24/7 Call Center
Make sure someone is there to service customers anytime without the expense of around-the-clock staffing. Using the online portal, operators can answer questions, receive claims and request policy changes on behalf of customers at any time of the day.
Self-Service Portal Analytics
Get data on which portions of the portal your policyholders are using the most so you can make these features more accessible.
Payment Processing
Give your customers the option to pay for their policies in one place.
Related Resources
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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.