Systems iO product

CustomerPortal

One place for customers and brokers to interact with your business.

CustomerPortal connects the services, documents and information they need, creating a smoother digital experience without replacing the systems behind it.

Connected experienceInsurance customer and broker portal
  1. Bring applications and documents into the customer or broker journey.

  2. Keep servicing and communication in the same digital experience.

  3. Connect that experience to live data from the agreed core systems.

A connected experience for customers and brokers.

CustomerPortal gives insurance customers and brokers one place to access applications, documents, servicing and communication. Live data from core systems keeps the experience connected to the operation behind it.

Replace fragmented touchpoints with a consistent digital experience that fits your insurance business and the people you serve.

Product capabilities

Built around the work

  • Bring insurance applications and documents into one customer and broker access point.

  • Keep servicing information and communication together in a consistent digital experience.

  • Surface live data from connected core systems so customers, brokers and servicing teams work with the same information.

  • Configure the portal around your customer and broker journeys, with Systems iO integration and engineering behind it.

Connected to your systems

Connect the portal to your systems of record and bring their information into the customer experience. Systems iO integrates the data and workflows behind the portal, keeping the customer-facing journey aligned with your operation.

A better digital experience for everyone

CustomerPortal gives customers and brokers one place to complete tasks, access documents and find the information they need throughout the relationship.

That creates a more consistent experience for them, while giving your teams a clearer way to support each interaction from application through to ongoing servicing.

Built around your insurance operation

We configure CustomerPortal around the way your business works, connecting it to the systems, data and processes already in place.

Use it as a standalone product or as part of a wider Systems iO solution. We can integrate, extend and support it as your needs develop.

Explore

Connected thinking. Relevant evidence.

Solution

Connect Fragmented Systems

We review how the service is performing with the people closest to the operation, then use that insight to decide where change will have the most value.

Explore Connect Fragmented Systems
Industry

Insurance

From submissions and underwriting through to policy servicing and claims, we build and connect the systems that keep insurance moving.

Explore Insurance
Industry

Digital Customer Experiences

We create digital experiences that are straightforward for customers and practical for the teams supporting them.

Explore Digital Customer Experiences
Client story

Tysers

Digitised broking processes delivered an estimated 5% efficiency saving across a 200-person operations team.

Read the Tysers story

Start with your operation

See how it fits your business.

Explore the product in the context of your people, processes and existing systems.

Request a demo