Insurance Portal Development Services

Gain actionable insights with real-time dashboards that give you a complete view of policyholder activity, claims statuses, and key business metrics.

Effortlessly create, update, and renew insurance policies through an intuitive interface that integrates with your CRM and ERP systems.

Ensure secure access with multi-level user authentication, including Two-Factor Authentication (2FA) and Single Sign-On (SSO) options.

Enable users to quickly receive instant, tailored insurance quotes through automated calculators that consider personalized factors.

Simplify the entire claims process with automated submissions, real-time status tracking, and document uploads.

Enable easy, secure premium payments with integrated billing features that support various payment methods (credit card, bank transfer, etc.).

Centralize important documents such as policies, claims reports, and billing statements in a secure digital repository.

Empower users with a range of self-service options, from updating personal information to downloading documents, managing claims, or renewing policies—all without needing manual assistance.

Offer robust customer support with integrated help desks, live chat, AI chatbots, and knowledge bases that provide real-time assistance.

Customer portals provide policyholders with secure access to policy details, claims tracking, premium payments, and personalized quotes, enabling real-time interactions and management of their insurance coverage without relying on customer support.

Content management portals centralize and securely distribute critical resources such as policy documents, claims forms, educational materials, FAQs, and regulatory updates, ensuring that both internal teams and clients can easily find the information they need.

Self-service portals empower users to independently manage tasks—like updating personal information, submitting or checking claims status, making payments, and downloading policy documents—minimizing the need for direct support and improving overall efficiency.

Insurance portal consulting focuses on assessing your current systems, understanding your unique business needs, and providing strategic recommendations to design or enhance a portal that maximizes efficiency, improves user experience, and integrates seamlessly with existing workflows.

Insurance portal migration ensures the secure and efficient transition of data and functionality from legacy or outdated platforms to modern, scalable systems, minimizing downtime and preserving critical operations throughout the migration process.

Insurance portal modernization involves updating legacy systems with newer architectures, improving UI/UX, enhancing performance, and integrating cutting-edge technology, such as AI-driven claims processing or advanced analytics, to help you stay competitive and agile in a fast-changing industry.

Integrating CRM software with your insurance portal allows for real-time data synchronization between client interactions, policy updates, and claims processes, providing your teams with a 360-degree view of customer relationships to better manage leads, renewals, and customer support.

By integrating ERP systems, your insurance portal can automate and streamline back-office processes, from billing and premium collection to resource management and financial reporting, ensuring a cohesive flow between service delivery and operational management.

A CMS integration enables efficient management and distribution of policy documents, educational materials, and compliance updates within your insurance portal, making sure that both internal teams and customers have access to the latest, most accurate information when they need it.

“Orases successfully built efficiencies into our prototype and delivered a high-quality platform.”

“They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.”

“Orases built a platform that’s boosted productivity by about 30%…”

“Not only do they want to succeed, they strive to produce functionally and visually unique software.”

Insurance web portals are built with robust security measures, including end-to-end encryption, multi-factor authentication (MFA), and strict access controls to ensure that sensitive data, such as customer information and claims, remain protected. They often comply with industry regulations like GDPR, HIPAA, or SOC2, guaranteeing that your system is secure and meets legal requirements for data protection. Regular security audits and threat monitoring are also employed to prevent breaches and unauthorized access.

Yes, insurance portals are designed to give customers a consolidated view of all their active policies in a secure, user-friendly dashboard. This includes details on coverage, renewal dates, premium payments, and any associated documents, allowing customers to easily manage and review their insurance portfolio in one place.

Absolutely, modern insurance portals allow customers to file claims online by submitting required documents, descriptions, and any supporting photos or evidence. The portal typically provides real-time status tracking, keeping the customer informed of their claim’s progress from submission to resolution, while reducing the need for time-consuming manual steps.

Yes, insurance portals commonly feature built-in quote generation tools that allow customers to obtain quotes for new policies by simply providing some basic information. The system then calculates and presents personalized quotes, often including various coverage and premium options for the customer to review and select.

Insurance agencies can achieve greater operational efficiencies & remain competitive by leveraging custom insurance ERP solutions.

When choosing between custom and off-the-shelf CRM solutions, insurance agencies must weigh their unique business requirements.