In this on-demand webinar, led by Anthony Grosso from EIS, a panel of industry SMEs brings the employerโs perspective to the table and unpacks whatโs broken, whatโs missing, and why todayโs systems just arenโt cutting it.
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Portals
A more efficient & convenient insurance experience for everyone
When customers and other user groups canโt access the data they need to navigate the insurance experience, it prevents them from realizing the full value of coverage products and other solutions.
EIS Portals (available as an EIS OneSuiteโข enhancement) improve ease of use, efficiency, and overall effectiveness for customers, prospects, brokers, agents, and internal staff. These interfaces enable users to control their experiences more directly in a way legacy systems simply donโt support.
Why Portals?
Modern legacy core systemsโ poor integration capabilities make it difficult to funnel data to the front end, leading to frustrations for multiple user groups. Employees with group coverage who need help finding specific benefit information but canโt access it digitally will find themselves stuck relying on customer service calls or confusing documentation. Adjusters could fail to spot claim irregularities because their data lacks real-time accuracy.
Carriers must avoid these issues by ensuring the touchpoints for all user personas (customer, internal, and partner) are accessible and effective. EIS portals accomplish this by ensuring the steady flow of data and presenting it via intuitive interfaces, rewarding all insurance users with rich, personalized digital experiences.
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Seamless Data Integration
EIS Portals can integrate effortlessly with all of EIS OneSuite via programmable interfaces. They also easily connect to any internal and external third-party systems for added flexibility.
How insurers use EIS Portals
Portals from EIS expand on the power of EIS OneSuite and its core products (CustomerCoreโข, PolicyCoreยฎ, ClaimCoreยฎ, and BillingCoreยฎ) by granting more flexibility to all insurance users. Customers and group coverage members enjoy having more control over the purchase and use of policies. Meanwhile, insurers and brokers benefit from increased operational efficiency (and customer loyalty) โ benefits that show themselves in bottom-line results.
Redefining Policy Sales (and Upsells)
Customers feel most positive about buying insurance when theyโre well-informed and can steer the process through self-service. EIS Portals first benefit prospects by making it easy for shoppers to find, compare, and purchase coverage with little to no agent interaction.
As these buyers become established customers, their experience can grow more personalized as insurers use the portal in conjunction with EIS-powered automated workflows to deliver product offers relevant to life events. Portals also make it easier for brokers and agents to better understand their customers and create unique coverage packages.
Assessing Performance to Optimize Processes
EIS Portals for insurers across all lines can feature intuitive dashboards with visualizations of key metrics โ enrollment, sales of different policy types, customer satisfaction, and more โ all powered by real-time data. By always having an eye on their status via portals, carriers can follow an agile approach and use EIS OneSuite to implement changes quickly.
Getting Work Done Faster & Using Fewer Resources
Carrier staff reap clear benefits from the data accessibility and intuitive functionality that EIS Portals enable. Insurers can set up custom portals for key internal persona groups, ranging from policy administration staff to claims teams. The interfaces ensure that each group of users has ready access to the data they need, whether itโs claims data or invoicing histories. Most importantly, it eliminates the need to jump back and forth between different screens or navigate the farthest corners of disparate data systems. Thatโll ultimately lead to significant time and resource savings.
Responsive, personalized user interfaces for everyone
EIS Portals
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