Modern
Experience Using The Web Channel

The Xemplar Engage Platform includes fully customizable web portal solutions to deliver modern self-service capabilities. Our licensable software is designed leveraging a secure cloud-based infrastructure, with pre-built, integration-ready self-service features that enhance the policyholder, broker, and new customer experience while seamlessly connecting to your back-end systems.

Insurance Web Portal for Policyholders
Self-service insurance platform

INSURED PORTAL

line-right

Empowering Policyholders

The Insured Portal offers policyholders easy access to their insurance information, empowering them to take control of their policies. It’s a self-service solution that streamlines routine tasks and improves the overall customer experience.

tick

Policy Information

tick

ID Cards

tick

Premium Payments

tick

Claim Submission

tick

Upload Documents

tick

Request Policy Changes

Benefit: Policyholders can resolve issues and manage their coverage without needing to contact an agent or representative, enhancing satisfaction & reducing call center volume.

BROKER PORTAL

line-right

Streamlining Agent Support

The Broker Portal enables agents to manage their entire book of business, giving them the tools they need to serve their clients effectively and efficiently. This portal is tailored to support the unique needs of insurance agents.

tick

Account Management

tick

Policy Changes

tick

Direct Deposits

tick

Commission Statements

tick

Reports & Forms

tick

Access Security

Benefit: The Broker Portal allows agents to focus on building relationships and growing their business while easily managing policies and providing better customer service.

Insurance broker portal
insurance quote portal

QUOTE PORTAL

line-right

Direct to Consumer

For insurers looking to use direct channels for new business period. The Quote Portal provides a complete, integrated solution to generate quotes, bind coverage, and issue policies—all in real-time.

tick

Pre-fill Data

tick

Instant Online Quotes

tick

Coverage Selection

tick

e-Sign Integration

tick

Payment Integration

tick

Policy Binding

Benefit: This portal facilitates a seamless digital experience, enabling insurers to attract and retain direct-to-consumer clients while reducing friction and increasing conversion rates.

Ready to take your business to the next level?

Request demo for web portal