Finys Portals
Give your agents and insureds secure, always-on access to the information and actions they need.
Make Self-Service Easier
Finys Portals provide secure, role-based self-service experiences for agents and insureds, with 24/7 access to policy, billing, claims, and documents. By moving routine requests and transactions online, carriers can reduce service effort, improve turnaround times, and deliver a more transparent, responsive experience.
Insured Portal Features:
Submit First Notice of Loss and track claims
View and download policy documents and ID cards
Upload photos and supporting documents
Make secure online payments
Simple self-service registration
Agent Portal Features:
Dashboard for open activities and tasks
Search policies or quotes
Same view as underwriters use for new submissions
Collaborate with underwriters
Audit trail for user activity
For insurers who have existing portals, the Finys Suite seamlessly integrates with these portals through publicly available APIs.
Ready to Modernize Your Portals?
Fill in the form below to request a demo!
Related Resources
Finys CRM is an embedded insurance CRM that unifies contact records and interactions across the Suite.
Finys Policy is our policy administration system designed for property and casualty insurers.
Finys Billing is our billing system for insurers to manage invoices, payment plans and more.
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