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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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FAQs

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

    ISI Portal is secure insurance portal software that helps P&C insurers and MGAs deliver digital self-service for policyholders, brokers, and internal teams. Through a configurable, role-based experience, users can access quoting, binding, payments, FNOL submission, policy information, documents, communications, and account management.

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  2. What features are included in ISI Portal?

    ISI Portal can support policy self-service, broker access, online quoting, payments, document access, FNOL submission, claims communication, announcements, branding, user management, and role-based permissions. It is designed to connect digital activity with ISI Core and related insurance operations.

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  3. How does ISI Portal connect with ISI Core?

    ISI Portal is built to integrate directly with ISI Core and is designed specifically for organizations using ISI Core as their core system. This connection helps keep digital activity aligned with policy, billing, claims, payments, documents, communications, and user permissions, supporting a more consistent experience across portal users and internal teams.

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  4. Why should P&C insurers and MGAs choose ISI Portal?

    ISI Portal helps P&C insurers and MGAs deliver secure digital self-service for policyholders, brokers, and internal teams through a configurable, role-based portal built to connect directly with ISI Core. By aligning portal activity with policy, billing, claims, payments, documents, communications, and user permissions, ISI Portal helps insurers streamline digital interactions, support straight-through processing for eligible transactions, and keep digital engagement connected to core operations.

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  5. What capabilities does ISI Portal offer P&C insurers to their broker and MGA partners?

    ISI Portal gives brokers and MGAs secure access to quote, bind, manage renewals, upload documents, request endorsements, initiate FNOL submissions, process payments, and access policy information. The experience can be branded and configured to align with distributor workflows, authority levels, and user roles.

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  6. How does ISI Portal support policyholders?

    ISI Portal gives policyholders digital self-service access to view policy documents, make payments, submit FNOL information, review claims updates, update contact information, and communicate securely with their insurer. The portal supports responsive access across desktop, tablet, and mobile devices.

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  7. 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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  8. How does ISI Portal connect to claims management workflows?

    ISI Portal integrates directly with ISI Core’s Claims management module, allowing policyholders to submit first notice of loss and upload related documents through the self-service portal. Submissions flow directly into the claims system without manual rekeying, giving both P&C insurers, MGAs, brokers and policyholders faster turnaround and better visibility throughout the claims process.

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  9. Is ISI Portal mobile-friendly and configurable?

    Yes. ISI Portal is optimized for desktop, tablet, and mobile use. Insurers and MGAs can configure branding, workflows, permissions, content, and role-based access to match user groups, products, and operational requirements.

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  10. Can ISI Portal reduce routine service demand?

    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.

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