Portals
Your agents, insureds, and other partners expect digital access to necessary information. To deliver a consistent experience, the Finys Suite includes portals that provides 24/7 access to agents, policyholders, and other parties. The experience with our portal is determined by who accesses it. Everyone is logging in to the same portal, and then security/role-based permissions with one-time authentication bring them to their view. Policyholders log in to print forms, declarations, and ID cards—agents log in to submit new business or check on the status of a policy.
For insureds, our intuitive portal includes capabilities such as:
The ability to submit First Notice of Loss and view claims
The ability to print forms, declarations, and ID cards
The ability to attach pictures or videos
The ability to submit payments
Simple registration
Our portal provides agents with the following:
A dashboard to see open items
The ability to search for a policy or quote
A similar view as your underwriters for new submissions
Collaboration with underwriters
An audit trail of all access and actions taken
For carriers who have portals, the Finys Suite seamlessly integrates with carriers’ portals through publicly available APIs.
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Related Resources
The Finys Suite is a comprehensive core processing platform designed for property and casualty insurers.
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