AgentPolicyCenter (Insurance Portal)

Overview

Companies in the insurance industry are facing challenges to maintain and manage the multiple old legacy policy administration systems which are inaccessible to outside users, on the end user side.  Agents in the agencies and policyholders struggle to get the information about the policies, billing, and claims.  Manual approaches to make requests for policy changes or view information on billing and claims can be time

The AgentPolicyCenter application by Persistent Systems provides an insurance portal for all the stakeholders with data that can be sourced multiple legacy systems to view, update, track all the relevant data for the policies. The Underwriters or back office personal can easily access all the endorsement information and make necessary changes in the legacy system manually and also complete the task in Appian so that agents and policy holders can get the appropriate notifications. 

Key Functionality & Features

  • View the data for policyholder from potentially multiple legacy systems and line of businesses.
  • Interact with a Chatbot to take help from knowledge articles and various other resources.
  • Submit, review and track endorsements including supporting documents and other quantitative information to take decisions.
  • Leverage tasks and email notifications as a better ways of tracking and communicating with the Insurance company.
  • Integrates with Address validation to provide correct data at the endorsement submission for addresses.
  • Tracks submitted requests, amendments, corrections, and supporting documents to help Underwriters.
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