See What You Can Achieve with ISI.

Resources News About Careers

Close

See What You Can Achieve with ISI.

Resources News About Careers

ISI PortalTM

Accelerate Digital Services and Strengthen Every Connection.

ISI PortalTM  unifies client, broker, and administrative experiences within one secure, configurable platform. Built to integrate directly with ISI Core or any policy administration system, ISI PortalTM can be implemented quickly and tailored to any line of business. The result is a digital experience that streamlines interactions, reduces IT effort, and strengthens connections across the insurance lifecycle.

Simplify Interactions and Strengthen Policyholder Engagement

Client Portal

  • Deliver a single, branded experience that consolidates policy, billing, claims submission and communications.
  • Automate quote generation, binding, and payment collection to reduce manual effort.
  • Streamline claims submission and related document intake to accelerate FNOL turnaround time.
  • Lower servicing costs by centralizing documents, notices, and correspondence.
  • Add straight-through processing (STP) for online quote-to-bind workflows for all lines of business.

Enable Efficient Collaboration and Distribution Support

Broker Portal

  • Provide secure, role-based access to quotes, policies, and claims for every producer within a brokerage.
  • Improve responsiveness by allowing brokers to initiate quotes, submit claims, and process payments for clients.
  • Ensure consistency and compliance through shared visibility into policy, billing, and claim information.
  • Strengthen channel engagement by sharing updates, resources, and communications directly within the portal.

Gain Oversight, Maintain Control, and Simplify Administration

Admin Portal

  • Manage client, broker, and internal users through an intuitive, insurer-controlled dashboard.
  • Set role-based permissions to manage access to client information, quoting functionality, and payment features.
  • Access customer profiles, including active policies and billing summaries, to support inquiries and service quality.
  • Add branding and establish secure ISI Connect API integrations for payment processing and extended functionality with other insurer sites.
  • Publish important announcements directly to client and broker users.

Explore ISI CoreTM

Arrow Icon
 ISI Icon

Explore ISI AITM

Arrow Icon

FAQs

  1. What is ISI Portal and who is it designed for?

    ISI Portal is a secure digital gateway for policyholders, brokers, and internal users. It provides self-service access for quoting, binding, payments, FNOL submission, policy viewing, and account management, all through a modern and user-friendly interface.

    ↓

  2. What capabilities does ISI Portal offer insurers to their broker and MGA partners?

    Brokers and MGAs can quote and bind risks, manage renewals, upload documents, request endorsements, initiate FNOL submissions, and access policy information. The experience can be fully branded and configured to align with distributor workflows and authority levels.

    ↓

  3. How does ISI Portal enhance the experience for policyholders?

    Policyholders can view policy documents, make payments, review claims updates, update contact information, and communicate securely with their insurer. The Portal supports responsive design so users can access services from any device.

    ↓

  4. Does ISI Portal support straight through processing?

    Yes. ISI Portal can collect structured data for quoting, eligibility checks, rating, workflow routing, and document generation. When a submission or change meets configured insurer rules, it can be issued or updated automatically without manual review.

    ↓

  5. Is ISI Portal mobile-friendly and customizable?

    Yes. ISI Portal is optimized for desktop, tablet, and mobile use. Insurers and MGAs can configure branding, workflows, permissions, and content to match user roles and product requirements.

    ↓

  6. Can ISI Portal integrate with legacy or non-ISI platforms?

    Yes. ISI Portal can integrate with legacy or competitor policy administration systems using ISI Connect APIs and configurable data mapping tools. This gives insurers the flexibility to modernize their digital experience without replacing their existing core platform.

    ↓

  7. Can ISI Portal reduce operational overhead?

    Absolutely. By enabling digital self-service for quoting, billing, policy updates, and claims intake, ISI Portal reduces call center volume, minimizes manual rekeying, shortens turnaround times, and improves service levels across teams.

    ↓