Comarch Digital Insurance - Clients

An intuitive insurance direct sales channel as well as a self-service portal providing insurance clients with a quick insight into their covers and new product offers – anytime and anywhere. The tool allows individual clients to purchase covers and manage policies without any involvement on the insurer’s side. The insurance client portal also provides dedicated features for group policy affiliates and group policy administrators.

New business

Fast online purchase without agent assistance in the insurance direct sales channel:

  • smart support in product selection
  • quick and easy quotation
  • access to saved offers and proposals
  • purchase finalization and e-payment
  • seamless channel changes without restarting the process
  • optional registration to the client portal.

Policy management

Efficient product portfolio & fund management for stronger insurer-client relation and loyalty thanks to the insurance self-service portal:

  • personal data management
  • policy details & documents
  • policy operations: renewals, beneficiary changes
  • investment monitoring & management
  • account balance & payments
  • useful client notifications.

Group administration

Dedicated features for group policy administrators in insurance client portal:

  • four eyes principle for selected actions of group policy members
  • mass operations (e.g. import of policies)
  • possibility of policy & investment management on behalf of a group policy member
  • enrollment and leaving management
  • management of numerous insured groups within one group policy
  • management of numerous group policies within one account.

Administration

The application dedicated to the business administrator to manage:

  • product definition
  • dictionaries
  • organizational structure
  • rights & roles
  • translations.

Comarch Digital Insurance users

    All applications dedicated to sales force, clients and a business administrator are based on one common engine which provides business logic. The engine ensures a smooth workflow of tasks and activities, efficient management of insurance product definitions, as well as easy access to clients’ data and policies.

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