Secure Self-Service Portals
Your Policyholders and Agents expect information to be available online, easy-to-find, accurate, and current. An increasing number of customers prefer to get that information via smartphone or tablet, using a web site that is readily available while using an intuitive seamless user experience.
Provide support around the clock
USSI’s PortalsPlus Secure Self-Service Portals Feature provides Internet inquiries and transaction requests seamlessly integrated into 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 studies show that insurance organizations that provide a secure portal for policyholders, agents, members, and administrators reduce call-in customer service requests by 55%. 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 are served in real-time, no batch updates required
Device, Platform, Operating System, and Browser independent
Multi-language support with language editing tools
Securely and seamlessly connect with most popular social networks
In today’s changing world, it is essential to develop for and support the various types of devices being used by our clients. We think it’s important to leverage smartphones and mobile devices to better serve policyholders and agents and connect in ways and locations never thought possible.
Our clients take comfort in knowing that our products are designed to be responsive and fully functional regardless of device, platform, browser, or operating system.
We develop products that take our clients into consideration. Our team at USSI has vast experience and expert knowledge ensuring that your mission critical insurance software platform is optimized to meet your specific requirements. Leveraging our experience while providing installation, integration, and successful conversion services is what makes our organization the one to trust.
Below, please find just a few of the secure portal access features provided by USSI's PortalsPlus focused on your Individual Life and Health Insurance book of business.
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 Beneficiaries
Securely setup direct deposit for all benefit payments
Provide insurance coverage and product information providing a variety of cross-selling opportunities
Ability to securely upload documents, avoiding the risk when emailing sensitive information
Below, please find just a few of the secure portal access features provided by USSI's PortalsPlus focused on your Group Life and Health Insurance book of business.
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, benefits, 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 Agents and Agencies
View agent’s book of business with the ability to view group’s effective date, termination date, balances due, and more
View commission statements and history
View submitted proposals and gain access to submitted dates, proposed effective dates, status, reasons for status, and more
Online fillable forms with the ability to securely upload to the back office
Below, please find just a few of the secure portal access features provided by USSI's PortalsPlus focused on your Workers' Compensation Insurance book of business.
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
Here at USSI, we believe that the only way to make an intelligent decision about the types of software solutions that you deploy is to be well informed.
Please provide us with your name and email address, and we will be happy to forward you an informational package focusing on our PortalsPlus Secure Self-Service Portals Feature.
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Build on-demand reportsCreating on-demand reports and documents using live data is simple with USSI’s ReportsPlus enhancement feature. You can also easily export to popular formats.
Experience mattersUSSI not only provides your organization with an entire turnkey software solution, but also delivers specialized services to ensure a successful deployment.
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