The Equisoft Self Service Portal is an insurance dedicated secure portal meant to provide all the policy information directly to the policy holder and the agent, anytime and on any device. It is meant to replace all the paper work and answers most of the questions that agents and policy holder have on their policy. It also enables users to make changes in real-time to their policies and avoid filling up paper forms to change an address.Â
So not only does it improves significantly the customer experience by providing 24/7 self-service access, but it reduces dramatically the cost of servicing from an carrier operation perspective. The Servicing portal also have provides many agent specific functionalities related to compensation, commissions and pending applications.
