Life, Pension & Annuities

Sapiens CustomerConnect

Consumers demand ease of access via the channel of their choice from all service providers, including insurers. This makes it difficult for insurance providers to remain competitive without supporting a fully omni-channel experience. To meet these needs, insurers invest time, effort and financial resources in custom portals and sites connecting to their operational, policy administration, claims management and other systems. The problem with many of these tailored solutions is that they require extensive maintenance in an environment where insurers must efficiently and cost-effectively engage customers on a digital level.

Our Solution

Sapiens CustomerConnect for Life & Annuities (formerly called Sapiens PORTAL) is a modular, highly innovative portal solution specifically designed for the life and pension insurance market. It is a direct-to-consumer application, enabling insureds to buy policies, view the statuses of their policies and accounts, and issue claims. Many other transactions can be performed that save both consumers and insurers time and reduce costs, while increasing overall consumer satisfaction.

Insurers can leverage their investment in Sapiens CoreSuite for Life & Annuities by offering a unique, real-time consumer experience tailored to today’s digital natives. Sapiens CustomerConnect for Life & Pension is fully pre-integrated with Sapiens CoreSuite products, and the full Sapiens DigitalSuite for Life & Annuities.

The solution includes a journey builder and API configuration tool for innovative insurance business journeys. This allows insurers to quickly and easily add new journeys and configure existing customer journey paths.

CustomerConnect supports multiple customer journeys throughout the full value-chain, from pre-engagement, through onboarding, servicing and claims. Sapiens also offers out-of-the-box templates and visual components for customer portals. Sapiens CustomerConnect for Life & Pension offers straight-through processing for quotes and illustrations, with seamless transition into active policy, as well as web-based underwriting to facilitate STP where appropriate.

Sapiens CustomerConnect provides built-in integration with a set of digital, customer-engagement tools, including personalized video, chatbots and digital forms management.

The solution is built for enterprise performance, supporting high volumes of traffic, to meet all the needs and demands of top-tier insurers and their customers. This includes features such as queue management, load balancing and other functionalities.

DigitalSuite offers an end-to-end, holistic and seamless digital experience for customers, agents, brokers, customer groups and third-party service providers. The suite is pre-integrated with Sapiens’ core suites and includes the Sapiens DigitalHub for Life & Annuities (API Layer and Digital Studio) that enables openness and connectivity with partners; Sapiens AgentConnect for Life & Annuities (formerly called Sapiens PORTAL); and Sapiens PartnerHub. The suite is cloud-based.

Business Benefits

  • Built to provide insureds with high quality, state-of-the-art user experiences, and tailored to offer unique life and pension insurance characteristics in the digital arena
  • Full access to all historical activities and communications offers insurers, customers and agents a 360-degree view of customers’ portfolios, policies, payment data, etc., increasing customer-centricity
  • Easily customizable user interface for quick and easy adaptation of the CustomerConnect graphical user interface (GUI) for each customer enables insurers and agents to quickly and flexibly customize screens
  • Infused with Sapiens’ more than three decades of experience and best practices, CustomerConnect for Life & Pension helps agents maximize their efforts and provide a superior customer experience
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