Sapiens PORTAL for Life, Pension and Annuity
Transforming the consumer and agent experience
With multiple portal offerings to choose from, how do life, pension and annuity carriers know the important elements to consider?
Out-of-the-box functionality is extremely important and must include an intelligent dashboard that provides users with everything they need. An effective portal proposition should also be shaped by the vendor’s extensive experience with leading life customers and enhanced by best practices that will save insurers time and money.
Pre-integration with the core policy administration system shouldn’t be overlooked. Integrating a new portal with the policy admin. system can be a costly and time-consuming process. And state-of-the-art technology is perhaps most important. Without innovative technology, portal offerings may not provide high levels of self service or be easily customizable.