Web or Salesforce Customer Portal for Insurance Agencies

More about Customer Portal and Salesforce Communities

As business grows customers need online access to their data and they want to transact online. For example customers would like to see their policies, view premium calendar, pay premium online, download payment receipts, create new case for change requests like address changes or other such requests, track their cases etc. On the other side, agency staff will need to see cases and respond to them. There are other features like Producer linked to the customer should get the case assigned automatically, permission management should be there for visibility of appropriate data based on staff designation and custom branding. If you are insurance agency software company you will need a saas multitenant customer portal ovedr the web so that any agency using your software could have their own portal for their clients. They will like custom branding, their own administrator and users and their own feature set (they may not need all the features or they may need some custom features). We develop multitenant cloud based systems (over AWS, Azure, Heroku, Salesforce) in many technologies including PHP, Java and .NET frameworks. If you use Salesforce, you may like to take advantage of Salesforce communities, which allows developing a custom Community portal that integrates with Salesforce CRM at the backend. Data from Salesforce CRM can be fetched and displayed in the community portal, Salesforce Cases can be created, cases can be auto assigned to related producer, communication between Customer and Staff through Cases can be facilitated, documents can be made available for download and discussion forums, FAQs or information forums are available out of the box.

Originally published at https://webnersolutions.com.