Customer Self-service
Customer self-service portal for life insurers
Simfuni's Customer Self-Service Portal lets policyholders make payments, update details and access policy documents online, reducing routine servicing work for insurance teams.
Benefits
Take routine servicing work off your team
Reduce routine servicing work
Let policyholders complete everyday tasks online, reducing calls, emails and manual follow-up for your team.
Make payments easier
Give customers a simple way to view upcoming payments, update payment methods and clear overdue balances.
Make documents easier to find
Policy documents and correspondence are available online, reducing the need for customers to call or email for copies.
Give customers 24/7 access
Let policyholders manage routine tasks outside office hours, at a time and place that suits them.
Key capabilities
Let policyholders manage routine tasks online
The Customer Self-Service Portal lets policyholders complete everyday servicing tasks online, including payments, detail updates and document access. Customers can get things done faster, while teams handle fewer routine requests.
Secure portal login
Policyholders sign in to a secure portal linked to their record, with their preferred email used as the primary login.
Payment management
Customers can view upcoming payments, update their payment method and clear an overdue balance in a few steps.
Policy document access
Policy documents and correspondence are available in the portal, so customers can find what they need without asking.
Customer detail updates
Customers can keep contact details current, helping communications and policy records stay up to date.
Round-the-clock access
The portal is available 24/7, so customers can complete routine tasks when it suits them.
How it works
Self-service for payments, details and documents
From overdue to up to date, without a phone call
When a payment is missed, the customer can log in, update their payment method if they need to, and pay the overdue amount. The policy returns to up to date on success, and the balance rolls to the next payment if not.
- Pay an overdue balance directly in the portal
- Update the payment method before paying
- Pay even when another payment is due the same day
- Documents and policy details on hand at any time
