A VERIDAY WHITEPAPER
The Top 7 rules of Customer Portals in Insurance
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• Saving money with a good foundation
• The Customer-first approach.
• How Omnichannel is a critical part of the process.
• Creating a functional road map
• Making sure change management & buy-in are considered
and much more
This is a key challenge for insurance carriers working to meet the expectations of today’s insured requiring self-service customer portals in all lines of business. Planning, design, and governance are just as important as development for insurers launching customer portals; building out a successful customer portal means taking the following seven rules into account.