Consumer Portal

The Consumer Portal empowers policyholders to manage their policies directly while staying connected with their agents for support. It provides a user-friendly interface for accessing policy information, making payments, and submitting requests.

The Consumer Portal is a one-stop shop, empowering policyholders with these features:

Convenience: Policyholders have 24/7 access to their policies and related actions.
Transparency: Real-time updates keep users informed of their policy status.
Support: Integration with agent workflows ensures prompt assistance.

Policy View
Policy Documents
Claims View
Payments with Premium Calculation

Consumer Portal Overview

The Consumer Portal is designed for policyholders to access and manage their policies with ease.
Features include:

Access to policy details and documents.
Ability to report claims, request changes, or initiate cancellations.
Notifications sent via email for actions like renewal reminders or required document uploads.
Integration with Elevation Certificate generation for policyholders to download, complete, and resubmit.
Displays key details such as policy number, effective dates, and coverage limits.
Provides a summary of recent activity, including payments and endorsements.

Customer Relationship Management (CRM)

Features a direct messaging tool for policyholders to communicate with their agents.
Displays agent contact information prominently for easy access.
Ensures agents are notified of any policyholder actions or inquiries.

Navigation Tips for Policyholders

Agents should focus on these details when showing the Consumer Portal to their clients.

Use the dashboard for quick access to key actions, such as making payments or filing claims.
Keep agent contact details handy for support with more complex issues.
Check the notifications section regularly for updates on policy status or payments.

Payment Management

Enables policyholders to view their billing history and make payments online.
Supports multiple payment methods for convenience.
Includes reminders for upcoming payment due dates.

Policyholder Actions

Request Policy Changes: Allows users to submit requests for changes to their policies, such as updates to coverage or contact details.
File a Claim: Provides a guided process for initiating claims directly through the portal.
Request Cancellation: Policyholders can select valid cancellation reasons, attach required documents, and update mailing information for refunds.

Document Access

Policyholders can view and download key documents, such as declarations pages, invoices, and correspondence.
Secure storage ensures privacy and accessibility.

Policy View
Policy Documents
Claims View
Payments with Premium Calculation