Complete Policy Management
Enable customers to view policies, make endorsements, track claims, and manage payments through an intuitive branded interface.
Customer Portal & Mobile App
Customer Portal & Mobile App
A branded self-service portal/mobile app for policyholders: onboarding & eKYC, policy view & endorsements, billing & payments, claims FNOL & tracking, documents & e-letters, renewals & reinstatements, notifications, provider search, and wellness programs, integrated with PAS/Claims/Billing.
Customer Portal Impact
Portal Suite
Self-Service and Engagement Unified
- Reduce call center volume with self-service
- Improve payment collection with easy access
- Enhance customer satisfaction with transparency
- Streamline claims FNOL and tracking
- Boost engagement with wellness programs
Optimized for Customer Experience
Comprehensive Self-Service Platform
Our Customer Portal & Mobile App empowers policyholders with complete self-service capabilities, reducing operational costs while improving customer satisfaction and engagement.
Seamless Digital Experience
Provide a modern, mobile-first experience with eKYC onboarding, instant notifications, and secure document access.
Core Modules
Key Features for Customer Self-Service
Modular approach covering onboarding, policy management, payments, claims, and engagement. Enable modules progressively based on your customer service strategy.
Secure Login
OTP/biometric, device binding, and role-based access.
Onboarding & eKYC
ID scan, selfie-liveness, and prefilled data with consent.
Policy View & Endorsements
Coverage/riders, beneficiaries, address/bank changes, and e-sign.
Billing & Payments
E-invoices, VA/QR/cards, saved methods, and instant receipts.
Claims FNOL & Tracking
FNOL intake with photos/docs, status tracking, and communications.
Renewals & Reinstatements
Reminders, one-click renewal, lapse & grace tracking, and reinstatement rules.
Documents & Letters
Policy schedules, statements, invoices, e-letters, secure vault.
Notifications
Due dates, claims updates, promo offers via push/WA/Email.
Provider Search (Health)
Hospitals/clinics, coverage filters, maps, and e-cards.
Wellness & Rewards
Steps/challenges, health tips, and policy-linked rewards.
Service Requests
NOC letters, certificate of coverage, and general service tickets.
Integrations
PAS/Claims/Billing, payment gateway/VA, eKYC, maps, and BI.
Integration and Deployment
Seamless Integration with Insurance Systems
The portal integrates with PAS, Claims, Billing, payment gateways, and eKYC providers to deliver a complete self-service experience.
Integration Options
- PAS/Claims/Billing for policy and transaction data
- Payment Gateway/VA/QR for seamless payments
- eKYC/Device SDK for secure onboarding
- Maps & Notifications for location and alerts
- Document & E-Sign for paperless operations
- API-First & SSO for seamless access
Deployment and Security
- Cloud or on-premise deployment options
- Multi-layered encryption for customer data
- Biometric authentication and device binding
- Backup and disaster recovery features
Implementation Approach
Structured Rollout, Measurable Outcomes
A practical rollout approach to implement customer portal capabilities with measurable results. Validate the system with realistic user scenarios before full-scale deployment.
Before Go Live
- Process mapping and gap analysis for customer journeys.
- Configuration of branding, menus, and service features.
- Data migration and integration planning with phased execution.
- System testing (SIT) and user acceptance testing (UAT).
- Training and readiness checklist across customer service teams.
After Go Live
- Active support and stabilization of portal system.
- Continuous improvements and feature enhancements.
- Enhancements to user experience and engagement features.
- Ongoing security reviews and system performance tuning.
Rayterton can start without upfront payment. The focus is to validate fit through working workflows and real outputs before scaling rollout.