Comarch Insurance Client Essentials

Key business advantages

Stronger customer engagement

Encouraging customers to take autonomous actions and participate in shaping their own protection

Significant reduction of operational costs

Actions taken directly by customers without any insurance company assistance

Effective marketing channel

Up-selling campaigns, information and promotion of discounts and new product offering

Support for different product lines

Features addressed towards both individual and group insurance participants

Features

  • ergonomic and intuitive interface built in line with the latest UX trends and standards 
  • dedicated to individuals as well as group insurance participants: employers and affiliates (employees and their relatives)
  • access to the latest product information, new offers, promotions
  • independent insurance operations without the need to contact insurance company employees directly
  • improved customer communication (e.g. requests, complains, application registration)

 

  1. 1. Insurance cover
    • list of held policies with basic information on covers and premium payments
    • detailed information about the policy: policy duration, premium amounts, payment schedule, dates of payments, policy contractors, insurances, held funds, etc.
    • download of insurance documents (e.g. certificates) or detailed information on insurance products
    • after-sales operation support – easy and safe insurance operations: changes in the list of policy beneficiaries and their percentage shares, changes in premium allocation into funds
    • simulation of the expected benefits from the policy and funds based on changes of values, e.g. average return of the fund or the investment premium
      • handling investments in unit-linked policies
      • browsing a detailed history of past fund instructions and fees 
      • checking the fund value for a specific date conversion of fund units
  2. 2. Claim data
    • registration of claim notifications within a selected policy 
    • monitoring of a claim process – the current claim status
    • uploading documentation required for claim adjustment 
    • list of open and closed claims with detailed parameters
  3. 3. Customer data
    • customer data available at the user dashboard after login:
      • key information and news provided by the insurance company 
      • list of messages sent by the insurance company 
      • contact form and additional downloadable content
    • viewing and editing personal data:
      • identification data 
      • address 
      • contact details
    • obligatory or voluntary password change to keep the customer account safe 
    • mailbox for exchanging messages with the insurance company, send queries, receive information and browse the message history
  4. 4. New business
    • easy and safe insurance operations, e.g. performing quotations and simulation of the insurance parameters, submitting a policy application 
    • intuitive interface guiding through all stages of the application ensuring simple and efficient document registration 
    • list of submitted applications together with the information on the processing status

Insurance cover

  • list of held policies with basic information on covers and premium payments
  • detailed information about the policy: policy duration, premium amounts, payment schedule, dates of payments, policy contractors, insurances, held funds, etc.
  • download of insurance documents (e.g. certificates) or detailed information on insurance products
  • after-sales operation support – easy and safe insurance operations: changes in the list of policy beneficiaries and their percentage shares, changes in premium allocation into funds
  • simulation of the expected benefits from the policy and funds based on changes of values, e.g. average return of the fund or the investment premium
    • handling investments in unit-linked policies
    • browsing a detailed history of past fund instructions and fees 
    • checking the fund value for a specific date conversion of fund units

Claim data

  • registration of claim notifications within a selected policy 
  • monitoring of a claim process – the current claim status
  • uploading documentation required for claim adjustment 
  • list of open and closed claims with detailed parameters

Customer data

  • customer data available at the user dashboard after login:
    • key information and news provided by the insurance company 
    • list of messages sent by the insurance company 
    • contact form and additional downloadable content
  • viewing and editing personal data:
    • identification data 
    • address 
    • contact details
  • obligatory or voluntary password change to keep the customer account safe 
  • mailbox for exchanging messages with the insurance company, send queries, receive information and browse the message history

New business

  • easy and safe insurance operations, e.g. performing quotations and simulation of the insurance parameters, submitting a policy application 
  • intuitive interface guiding through all stages of the application ensuring simple and efficient document registration 
  • list of submitted applications together with the information on the processing status

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