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.
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.
Policy Information
ID Cards
Premium Payments
Claim Submission
Upload Documents
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
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.
Account Management
Policy Changes
Direct Deposits
Commission Statements
Reports & Forms
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.
QUOTE PORTAL
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.
Pre-fill Data
Instant Online Quotes
Coverage Selection
e-Sign Integration
Payment Integration
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.