All case studies
Customer self-service portal
Web Apps
Insurance
Sample
A secure web portal where customers manage their own accounts and requests without calling the office.
The challenge
Routine requests arrived by phone and email, and staff re-typed each one into the core system.
What we did
- Mapped the requests customers make most often
- Built the portal with role-based access and audit trails
- Integrated it with the core system through APIs
The outcome
Customers handle routine requests themselves, and staff time goes to the cases that need judgement.