This EIS 2025 Outlook describes key developments and challenges expected to shape the insurance landscape in the coming year.
Explore how these trends impact operations, strategy, and customer engagement to stay competitive in 2025 and beyond.
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Portals
A more efficient & convenient insurance experience for everyone
When customers and other user groups can’t 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 Suite™ 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 don’t support.
Why Portals?
Modern legacy core systems’ 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 can’t 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 Suite via programmable interfaces. They also easily connect to any internal and external third-party systems for added flexibility.
Personalized Access & Experience
Every EIS Suite user group gets secure access to the exact data they need through portals:
- Customers, for example, have their policy information at their fingertips and can submit and track the status of claims.
- Portals also provide an e-commerce interface for prospective customers to compare quotes and buy policies.
- Brokers, meanwhile, have the power to easily manage their books of business, check billing cycles, and review commission structures.
- Claims adjusters can use portals to oversee the FNOL process and immediately learn the fraud risk of any claim based on historical data from customer profiles, claims details, and relevant data from other systems (made accessible by the seamless integration of EIS Suite).
Fully Accessible & Responsive
EIS Portals meet web content accessibility guidelines to ensure ease of use for everyone. They’re also fully responsive to real-time updates across web touchpoints or mobile platforms. In other words, say goodbye to user experiences that confuse and frustrate customers.
Streamlined Processes
The endless customization possibilities and robust integrations of EIS Portals help maximize efficiency and reduce human workload. For example, adjusters don’t have to track down customer data from disparate sources when analyzing a claim — it’s all readily available in their unique portal from the moment the claim is submitted.
How insurers use EIS Portals
Portals from EIS expand on the power of EIS Suite and its core products (CustomerCore™, PolicyCore®, ClaimCore®, and BillingCore®) 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) — benefits that show themselves in bottom-line results.
Redefining Policy Sales (and Upsells)
Customers feel most positive about buying insurance when they’re 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 — enrollment, sales of different policy types, customer satisfaction, and more — 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 Suite 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 it’s 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. That’ll ultimately lead to significant time and resource savings.
Responsive, personalized user interfaces for everyone
EIS Portals
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