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The Top 7 rules of Customer Portals 
in Insurance

The passage emphasizes the importance of adopting a customer-first approach in the insurance industry, particularly in developing user-friendly digital portals. Drawing from successful strategies in retail and banking, insurers are urged to prioritize clean, efficient interfaces that provide clear guidance for completing tasks. Omnichannel integration is highlighted as essential to meet diverse customer communication preferences, requiring responsive design and voice capabilities. The passage also advocates for building a roadmap outlining the functionalities a customer portal should support, facilitating prioritization and phased delivery. Additionally, compliance considerations are stressed, emphasizing the need for seamless integration of person-centric information and effective change management practices. Strong executive sponsorship is identified as crucial for successful digital portal implementations.

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