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Policy Holder self-service portal
Policyholders can verify their cover, print policy docs, review claim status, review accounts & make payments.
By exposing these functions to your policy holders you reduce operational overhead and improve client satisfaction.
- Minimize customer service calls with the Policyholder Self-Service Portal.
- Policyholders can verify their cover. They can print policy documents from current term or prior terms.
- View account balances and transactions (Invoices, Payments, Reminders, Notices etc.).
- View Invoice Instalment Schedules, Make payments, enroll in auto-pay.
- Policyholders can log their claims directly via the portal without any unnecessary paperwork.
See just some of the features offered by Xealth
Policy Management
Manage full policy lifecycle of transactions – Risk Rating, Validate, Issue & Policy Changes.
Billing and Insurance Accounting
A full-fledged double entry accounting system to manage all policy and claims related financial transactions while also allowing for integration with 3rd party accounting systems..
Claims Management
Verify Policy cover status in real time. Manage reserves, loss payments & expenses at a claims feature level.
Client Management
A powerful customer service feature. Gain a 360 view of all client engagements across policies claims, group business, and products.
Disbursement Structures
Manage the disbursement of all fees included in each product premium across intermediary commissions, binder fees, re-insurance premiums, policy fees and VAPs.
Robotic Process Automation
Automate all the mundane processes within your organization with RPA. Configure your bot to emulate and integrate the actions of a human interacting within digital systems to execute a business process.
Business Analytics
Analyze your key business performance indicators through standard and customizable BI Dashboards
Policy Holder self-service portal
Policyholders can verify their cover, print policy docs, review claim status, review accounts & make payments.
Security & Compliance
Robust built-in security. Data in Transit is encrypted. OAuth/Single sign-on.
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Claims Processed
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Happy policy holders