Client Self-Service

Enhance your client service and gain competitive advantage

Providing your clients with the option to self-serve when it comes to organising their insurance is a clear competitive advantage to any aspirational insurance broker. This is why our innovative, digital Client Self-Service product range has been developed. Our self-service portal equips your business with the tools to make online trading for you and your clients even easier. The portal offers a range of components covering document management and online mid-term adjustments through to payments and claims so your clients can manage their policy covers easily, and at their own convenience. The components are also independent to one another allowing you to choose the right self-service options based on your business and clients’ requirements.

Key benefits

• Have greater control with the workflow and administration of all your online policies. • Boost your client insight by capturing data in a structured format that can also support the production of management information reports. • Achieve significant time and cost savings by eliminating the need to manually print and post client documentation. • Have peace of mind that all online client information is stored in a secure web environment before being passed straight into your Open GI Policy Administration system.

Our solution includes:

Document Portal Document Download Online MTA Renewals Payment Claims
A secure application so you can invite your clients to download their own policy documents and details. A download tool that allows you to email your clients to request outstanding documents. An online MTA solution where your clients can make real-time amendments to their motor policy. This solution enables your clients to login and renew their policies with their current insurer across a range of business lines. A payment gateway where your clients can make online payments against their insurance policies. A secure, mobile-optimised FNOL claims solution where your clients can notify you in the event of a claim.


Our first and flagship full-service broking platform

Core PAS


Our latest broking platform with the best SaaS architecture

Mobius PAS

Digital Solutions

See an overview of all our solutions

Digital Solutions

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