Insurance web portal development and ready-made portals

DICEUS is an insurance portal development company that offers a ready-made customer-facing web portal for insurance businesses. Our portal empowers policyholders with full control over their insurance journey. It provides personalized, user-friendly dashboards, real-time policy and claim management, instant quotes, and secure payments.

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Along with our portal, we also provide custom development services according to top-quality software standards and principles. Our solutions are built based on in‑depth UX/CX research, according to customer business needs, and with a focus on omnichannel customer experience.

Below is a detailed overview of our insurance portal, explicitly developed for insurance companies and their customers. It has a set of pre-built functionalities designed based on insurance-specific workflows and is easy to integrate with other software like core systems, DWH, CRM, and other companies' and third-party data sources.

Key modules of our insurance customer portal

Personalized insurance hub with a user‑friendly dashboard

Our Customer Web Portal gives policyholders a comprehensive overview of their insurance policies. Everything users need is at their fingertips: from active policies and claims to personalized offers and quick actions.

The dashboard ensures continuous engagement of customers with your company. For example, the portal's Smart Assistant suggests that a customer should complete his profile by adding an emergency contact number or notifies that his policy expires soon, and it is high time to renew it.

Key functionalities

  • Overview of active policies and ongoing claims
  • Reminders for upcoming policy expiration dates
  • Direct options to renew policies
  • Prompts to enhance profile information for better service
  • New quote or claim initiation
  • Support request submission
  • Quick access to profile
  • Gamified "Achievements" and "Protection Score" with indication of coverage completeness and suggestions to boost score and enhance security
Key modules image

Seamless self-service to manage insurance details

Our web portal provides a secure and centralized hub to manage policyholders' personal, contact, and payment information, ensuring their data is always up to date. Here, customers can also find the contact information of their brokers with a possibility of instant contact (multiple options: call, email), which is quite convenient.

Customers can securely see and manage (edit, delete, make default) their payment information.

Key functionalities

  • Personal information management that includes reviewing and updating names, date of birth, address, email address, and phone numbers
  • Broker connection with contact details and "Contact now" option
  • Notifications about important updates and support information from the broker
  • Secure payment digital wallet
Seamless self-service image

Instant quotes and effortless tracking

Whether users are looking for new coverage or checking the status of existing requests, our intuitive hub helps them find the right protection quickly. Depending on your business lines and types of insurance your company provides, this dashboard is configured to your requirements and workflows.

Instant quotes and effortless tracking

For your customers, buying insurance is super easy, as our flows of quote generation are designed to make this journey clear and transparent. Once a customer is done with choosing the required type of insurance and payment, they can download a PDF of the quote, policy, and its terms.

Vehicle quote Travel quote

Key functionalities

  • Quick quote generation for various insurance types
  • Viewing all past and pending quotes in one organized table
  • Real‑time quote status tracking
  • Easy access to details for each quote
  • Quick search for specific quotes using the integrated search bar

Effortless policy management

Our customer web portal provides a dedicated, intuitive space to manage all insurance coverage. Policyholders gain complete clarity over their entire portfolio, track important dates, and ensure their protection is always up to date.

Customer web portal

Key functionalities

  • Policy overview 01
  • Expiring soon alerts 02
  • Auto-renew control 03
  • Search, filter, and
    sorting options 04
  • Detailed policy listing, with each policy entry providing essential details including policy name, insurer, emergency contact numbers, number of claims, coverage period, and current status 05

Streamlined claims management

Policyholders have complete transparency and control in the claims management hub, from initial submission to resolution. They have access to the complete history of claims submitted, in review, and resolved. Documentation sent as proof of claim is also stored in this place and can be reviewed anytime.

Key functionalities

  • Claims overview, including total claims submitted, claims that are currently under review, and a resolved claims summary
  • Detailed claims listing, with each claim entry providing data on the associated policy, issue date, estimated assessment/investigation status, and current claim status
  • Real‑time updates with clear status indicators
  • Document submission confirmation
  • Easy claim submission and navigation
Streamlined claims image

Transparent transactions

The "Transactions" section provides a clear overview of all insurance related payments. Here, users can manage their financial obligations effortlessly, from upcoming premiums to complete payment history. Insurers, in turn, have no need to remind policyholders about the upcoming premiums or do so not so often.

Key functionalities

  • Upcoming payments showing what's due soon, the total amount, which helps policyholders stay prepared
  • Real time summary of all amounts still owed across active policies, providing a complete financial picture
  • Indicator of any overdue payments, empowering users to address them promptly and avoid service disruptions
  • Tracking total annual insurance spend
  • Detailed transaction history
Instant quotes and effortless tracking

Discover more unique features for your customers

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Why choose Customer Web Portal developed by DICEUS?

Benefits of our Customer Web Portal

For insurance companies

  • Decreased operational costs
  • Reduced call center and back-office workload
  • Automated processes for quotes, renewals, claims, and policies
  • Upselling and cross‑selling possibilities
  • Increased customer retention and loyalty
  • Branchless and paper‑free business
  • Stronger brand differentiation

For customers of insurance companies

  • 24/7 access to policies, claims, and payments
  • Fast online policy purchases
  • Quick claim submission and faster claim processing
  • Personalized offers and recommendations
  • Access to self‑service, like appointment scheduling
  • Gamified protection scores with tips to improve protection

Our approach to insurance portal software development

Since 2011, our experts have been developing custom software for top insurers and brokers, including companies such as UNIQA, Vienna Insurance Group, Fairfax Group, and WTW.

Our hands‑on experience has sharpened our insight into the insurance sector's unique challenges, enabling us to design solutions that address them effectively. By regularly engaging with the insurtech community at industry events, we stay ahead of emerging trends and continuously enhance our products to match your evolving needs.

CX research

Insurance portal development requires a comprehensive approach to every stage of the development lifecycle. Therefore, we at DICEUS understand that customer experience matters a lot. Insurance processes may seem complex for users, leading to low customer engagement and increased workload for insurers' call centers and agents. Our CX/UX team conducts research to identify pain points in the current customer digital journeys, create customer journey maps, and create CX‑driven features.

Industry-specific workflows

Our insurance agency portal development team creates digital processes tailored to the way insurance companies operate. These digital processes help policyholders and insurers complete their tasks faster: file and manage claims, purchase and sell policies, process payments, etc. Along with traditional workflows, we discover if the client has some specific processes during the CX phase.

Integration and customization

Whether you implement our ready‑made portal or order insurance web portal development services, we ensure that it is built for seamless integration with other platforms you might use: core systems, CRM, DWH, ERP, and others. Our experts can connect your systems with the portal by API‑first architecture, middleware options, and data models. As for customization, the portal can be customized according to your company's branding, workflows, product catalog, content, Tone of Voice, and other parameters upon request.

Omnichannel CX

An insurance web portal can become a central hub for omnichannel customer experience, connecting smoothly with other channels like a customer‑facing mobile app, chatbot, and other digital touchpoints. This approach to customer experience ensures a consistent experience, higher engagement, and faster resolution of customer requests. For example, a customer wants to generate a quote in a mobile app, gets a link to a web portal, finalizes the purchase there, and receives the documents instantly. Afterward, when it is needed to file a claim, the customers can start a chat with a dedicated chatbot.

What our customers say about us

Elena Markova

Elena Markova

Board Member UNIQA
riskville

We were impressed by the depth of the UX analysis they did in terms of our customer's research, buyer persona creation, user journey mapping, etc. All the information like research findings, for instance, was presented in a clear form (presentations, Miro boards, clear infographics) so it was quite easy to understand what we need to build and why.

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Ihor Zhyzhara

Ihor Zhyzhara

Deputy Chairman of Board, Kniazha VIG
kniazha

DICEUS developed a chatbot for our insurance company's medical and technical assistance departments. Now, we can support our clients online 24/7 through popular messaging platforms. The key functionalities include doctor's appointment scheduling, sending doctor's reports, submitting claims, and buying insurance. I liked the quality of services and especially the communication with the team.

View case

Other ready-made software products

FAQ

How does the Customer Web Portal reduce operational costs for insurance companies?

To process new queries and claims, insurance companies involve many different resources, leading to high operational costs. Digital channels like our web portal can help insurers reduce operational costs significantly by offering new means of interaction with customers. By engaging policyholders to interact with your company online, you can reduce the number of resources needed to process calls, enquiries, quotes, and claims. Users of the Customer Web Portal get access to many self-service features. For example, they can schedule a call with a doctor while filing health claims or purchase travel insurance while driving to the airport. There is no need to call an agent and ask for assistance.

What makes this portal different from other off‑the‑shelf customer portals?

Other off‑the‑shelf solutions are targeted at any industry. They include basic functionality needed for providing customers with digital access to services. Our web portal is built specifically for the insurance industry sector, with a deep understanding of its key needs and challenges. It includes not only basic features needed to ensure customer interaction with your company, but also unique functionalities, making your insurance business different from competitors.

Can the Customer Web Portal be integrated with our existing core systems (e.g., policy admin, CRM, claims management)?

Yes, the portal can be integrated with other systems your organization uses to make all systems and tools work in sync with each other.

Is the solution customizable to our branding, processes, and regulatory needs?

The solution can be customized to suit your needs, branding, workflows, and regulatory needs. All these requirements are discussed before the solution is implemented to create a consistent customization process.

Does the portal support multi‑line, multi‑product insurance portfolios?

Yes, our portal can support different lines of business as well as multiple products within insurance portfolios.

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