Your customers self-serve. Your team gets on with growth.
Give policyholders a fast, modern way to manage their policies online, while freeing your team from routine admin. Built and maintained by Open GI, Portal connects natively to your policy administration system with no developer effort required.
Your customers expect more – your team is stuck on admin
Today’s policyholders expect the same effortless online experience they get from their bank or their favourite retailer. When they can’t get it from you, they notice, and so do your competitors.
Meanwhile, your team spends its days on the routine; finding documents, answering the same questions, chasing paperwork by phone, email and post. It’s work that has to happen, but it’s work that holds your business back.
Every routine query is growth you’re not chasing
The cost isn’t just service hours. It’s the growth those hours could have funded.
Manual admin
Time spent chasing documents is time not spent growing your business.
Poor customer experience
A dated online journey pushes customers towards brokers that feel easier to do business with.
More calls. More work.
When customers can’t complete a task online, they pick up the phone instead.
Self-serve that works, built and run by us
Portal gives your customers a clean, modern place to manage their policies online, around the clock, without picking up the phone. It connects directly to your existing Open GI back-office so there’s no complex API project, no rekeying, and no external developers to pay.
You choose how to run it; configure and manage it with your own team or let us do it for you. Either way, you get a premium, specialist-built platform that keeps improving, without the overhead of building it yourself.
Portal connects natively to your PAS, with secure, two-way document handling from day one. No costly integration project, no workarounds.
Most portals fail because customers won’t use them. Portal is designed to beat digital hesitation with a clear, intuitive interface, so your investment pays back quickly, not eventually.
Apricot Insurance grew digital adoption fivefold in a single quarter.
Every document a customer finds for themselves is one less call, email or manual request for your team. Apricot cut inbound document requests by 58% –time their people redirected to higher-value service and growth.
Tailor Portal to your brand for a consistent experience across your channels, while benefiting from a shared platform that’s always improving.
Portal is built to the latest WCAG accessibility standards, so the experience works for all your customers, not just the tech-confident, widening your digital audience from day one and keeping you ahead of regulatory expectations.
Portal isn’t one-and-done. Open GI manages, maintains and evolves it, so you gain new capability and compliance updates without in-house development, and without the risk of falling behind.
Available today. Built for tomorrow.
Portal delivers value from day one and continues to evolve, with new capabilities being added across the policy lifecycle.
Available today
- Policy documents
- Secure ID upload
- Two way document exchange
- Task-first navigation
Roadmap
- Documents – available
- Mid-term adjustments – 2026
- Renewals – 2026
- Claims (FNOL) – coming soon
- Payments – coming soon
Built to fit your business
PAS-agnostic
Portal works with your Open GI policy administration system and even non-Open GI back-office systems, making it easier to fit into your existing technology landscape.
Works across every product
No complex per-product configuration or duplicated setup. Manage a consistent self-service experience across your products from a single platform.
Managed your way
Configure and manage Portal with your own team, or let Open GI take care of it for you. Choose the level of support that best suits your business.
Results that make a difference
Portal is already helping brokers reduce manual admin, improve digital adoption and deliver a better experience for their customers. Here are the results achieved by Apricot Insurance.
58%
Reduction in inbound document requests
74%
Faster document access for customers
5x
Growth in digital adoption – from 8% to 42% in a single quarter
Trusted by 600+ customers across the UK & Ireland • 45 years of insurance technology expertise
“Customers now find what they need in seconds, that frees our team to focus on high-value service, not admin. The intuitive design removed the barriers and delivered the convenience customers expect.”
Questions, answered
Portal is built for adoption; a clear, accessible, task-first interface designed to beat digital hesitation. Apricot went from 8% to 42% digital adoption in a single quarter, and inbound document requests fell 58%.
No. Portal connects natively to your Open GI back-office, no APIs, no rekeying, no external build project.
Documents is live now; your customers can view, download and securely upload policy documents and ID. Mid-term adjustments and renewals arrive in 2026, with claims notification (FNOL) and payments to follow.
Yes. Portal is PAS-agnostic and product-agnostic, it works across Core, Mobius, and even non-Open GI systems, with no messy per-product configuration.
With Applied withdrawing Epic from the UK, now’s the moment to move. Migration doesn’t have to mean disruption, talk to us about a managed switch.
Pricing is tailored to your setup and how you choose to run Portal. Talk to us and we’ll walk you through the detail.
Give your customers the experience they expect. Give your team their time back
See Portal in action and find out how quickly you could go live.