The Top 7 rules of Customer Portals 
in Insurance

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In this whitepaper we discuss:

Saving money with a good foundation

The Customer-first approach.

• How Omnichannel is a critical part 
of the process.

Creating a functional road map

Making sure change management & buy-in are considered

and much more

Up to now, insurance carriers have siloed lines of business causing impaired visibility into customers and the customer journey.

This is a key challenge for insurance carriers working to meet the expectations of today’s insured requiring self-service customer portals in all lines of business. Planning, design, and governance are just as important as development for insurers launching customer portals; building out a successful customer portal means taking the following seven rules into account.