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ISI PortalTM

Insurance Portal Software for Brokers and Policyholders

Accelerate Digital Services and Strengthen Every Connection

ISI Portal is insurance portal software that helps P&C insurers and MGAs deliver secure digital self-service for policyholders, brokers, and internal teams. Built to integrate directly with ISI Core, it supports configurable experiences across policy, billing, claims intake, payments, documents, communications, and role-based access. The result is a connected digital insurance portal that streamlines interactions, supports straight-through processing for eligible transactions, and keeps portal activity aligned with core insurance operations.

Strengthen Policyholder Self-Service and 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 through integrated claims management workflows.
  • 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, claims and billing for every producer within a brokerage.
  • Improve responsiveness by allowing brokers to initiate quotes, submit claims, upload documents, 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.

Simplify Administration with Configurable Role-Based Access

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.
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ISI PORTAL Solutions Sheet

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FAQs

  1. Can ISI Portal support policyholders, brokers, and internal teams?

    Yes. ISI Portal provides configurable experiences for policyholders, brokers, and internal teams within one solution. Each audience can access the information, services, and functionality relevant to its role.

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  2. What digital self-service capabilities can we offer through ISI Portal?

    ISI Portal can support online quoting and binding, payments, policy and billing information, document access, endorsements, renewals, first notice of loss, claims updates, communications, and account management. Available services can be configured for different user groups and workflows.

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  3. Does ISI Portal require ISI Core?

    Yes. ISI Portal is designed specifically for organizations using ISI Core. The direct connection keeps portal activity aligned with policy, billing, claims, payments, documents, communications, and user permissions across the core platform.

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  4. Can we configure ISI Portal for our brand, products, and workflows?

    Yes. Insurers and MGAs can configure branding, workflows, permissions, content, and functionality to align with their products and operating requirements. ISI Portal is designed for responsive use across desktop, tablet, and mobile devices.

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  5. How does ISI Portal manage access for different users?

    ISI Portal provides secure, role-based access for policyholders, brokers, producers, and internal users. Insurer-controlled permissions determine access to customer information, quoting, payments, documents, policies, billing, and claims functionality.

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  6. Does ISI Portal support straight-through processing?

    Yes. ISI Portal can collect structured data for quoting, eligibility checks, rating, workflow routing, payment collection, and document generation. When a submission, transaction, or change meets configured insurer rules, straight-through processing can be supported for eligible workflows without manual review.

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  7. How does ISI Portal connect digital claims intake with our claims operations?

    ISI Portal integrates directly with the ISI Core Claims module. Policyholders and brokers can submit first notice of loss information and supporting documents, which flow into the claims system without manual rekeying.

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  8. How can ISI Portal help reduce routine service demand?

    Digital self-service allows policyholders and brokers to complete routine activities without contacting an internal service team. This can reduce manual data entry and call volumes while helping teams respond more efficiently to inquiries requiring direct support.

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