Advanced features that your customers request
Provide online support, around the clock
USSI’s PortalsPlus Secure Self-Service Portals Feature provides online inquiry and transaction requests seamlessly integrated with our InsurancePlus suite of products. Our design team has developed an interface that may be used as the basis of a new web presence for your organization or used to enhance and add value to your existing website.
Today, there is an ever-growing demand and expectation for information to be available online and in real-time. Independent industry studies show that insurance organizations that provide a secure portal for policyholders, agents, members, and administrators reduce call-in customer service requests by 58%. In addition, your customers receive immediate support after business hours and on weekends.
Feature highlights
Fully responsive design tested on all popular devices and platforms
SSL digital certification with the highest in security standards
Configurable look-and-feel to match your current website and branding
Two-factor authentication with admin-defined password rules
All data and information is served in real-time, no nightly updates
Device, Platform, Operating System, and Browser independent
Multi-language support with language editing tools
Securely and seamlessly connect with most popular social networks
Built for everyone's device
In today’s ever-changing technology landscape, it is essential to develop for, and support the most popular devices being used by our clients and their customers. We think it’s important to leverage smartphones, tablets, and all mobile devices to better serve policyholders and agents and connect in ways and locations never thought possible.
Our clients, and their customers can take comfort in knowing that our products are designed to be responsive and fully functional regardless of device, web browser, mobile platform, or operating system.
Automate customer service
Secure mobile access for policyholders, members, employees, agents, and providers seamlessly integrated with your current web presence and branding. Securely provide information, receive payments, share documents, allow updates and changes with automatic verification, market new products, and so much more. To learn more about specific features, please select the insurance type below that best matches your organizations product offerings.
For Policyholders
Display policy information including cash value, loan value, cost basis, RMD, and loan payoff
Online payments accepted via credit card with emailed receipt
Policyholder change requests including address update, loan request, and changes to dependents, beneficiary, and coverage
Online documents provided including notices, annual statement, bills, original policy documents, policy riders, and more
Ability to securely upload documents, avoiding the risk when emailing sensitive information
Online fillable forms with the ability to securely upload to the back office
For Agents and Agencies
Display agent’s complete book of business with the ability to drill into the policy details including agent’s down-line
Display all pending policies including reason(s) pending with the ability to communicate directly with the assigned underwriter
Online display of recently lapsed policies, with policyholder contact information to be utilized for business retention
Online interactive premium calculator
Display commission statements, persistency reports, down-line agent business, sub-agent persistency, and more
Online fillable forms with the ability to securely upload documents to the back office
For Administrators
View billing information for groups including list of past and current invoices with the ability to view invoice line items and list employees that are currently enrolled
Ability to view currently enrolled employees and their employment status, current coverages, premiums, beneficiaries, and more
Ability to enroll new employees and their dependents
Ability to update a group’s employee salaries
Access to documents such as employer packets explaining coverages, explanation of benefits, ID cards, and more
Online fillable forms with the ability to securely upload to the back office
For Members
Ability to view coverages, EOB’s, drill into plan details, and plan premiums
View or update personal information such as address information, marital status, dependents, and more
View or update beneficiaries
Submit claims and track claim status
View claim history
Online fillable forms with the ability to securely upload to the back office
For Members
Ability for members to pay their membership dues, view current balances, audit balances, and more
Ability to complete a first report of injury (FROI) and submit a claim
Access to member’s full account information, agent information, class codes, officers, and more
Access loss information by fund year and view number of claims, paid to date, and more
Access to accounts receivables by fund year with the ability to drill into the transaction history
Access dividends by posting date and view details of dividends by fund year
For Agents and Agencies
Online payments
View commission statements and history
Create a new quote for a member based on experience modification, class codes, etc. Track quotes submission status
Create new application to start the process of collecting a new member’s business information, class code and more or initiate an application from an existing quote
View agent’s full book of business and gain access to member’s status, contributions, claims and more
View member’s recent payments, cancellations, accounts receivables and more
Designed to provide superior online support and services for customers and agents
Built for all devices
The development team at USSI pain stakingly tests and certifies all popular browser, tablet, and smart phone compatability with a fully responsive design.
Real-time data
No batch processing, no updates at the end of the day, no lag times. All information presented to portal users is accurate and presented in real-time.
Two-factor authentication
Strong online security is imperative to protect your organizations vital and sensitive data. Two-factor authentication adds an extra layer of security.
Online payments
Offer policyholders and customers several premium payment methods online including ACH and credit card payments all over a secure platform.
Forms and documents
Make standard forms and documents available online for download, with powerful PDF's that can be filled in and automatically and securely uploaded.
Multilingual support
Offering your customer portals in a multitude of languages has never been easier. Popular dialects are provided, and others can be added with ease.Would you like additional information?
Here at USSI, we believe that the only way to make an intelligent decision about the types of insurance software solutions that you invest in, is to be well informed.
Please provide us with some general contact information, and we will be happy to forward you an informational package focusing on USSI's PortalsPlus Customer Self-Service Portals Feature.
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