Customer Self Service Portal (CSSP)

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Any time one of your customers can make their own changes to a policy, is one less phone call your team will need to spent time on. Configure which elements the customer can change, which documents are viewable, with a fully automatic premium adjustment facility and updated documentation. Renewals, cancellations, MTAs could all be completed or requested by the client directly in your own CSSP.

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For multi product clients, this portal will allow you to cross sell and up-sell other policies, giving you another way to sell new policies. 

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• Allowing online self service for customers, leading to lower phone calls

• Self service MTA, with automatic rating and payment gateways

• Let the insured download and view their policies safely and at their convenience