Insured Self-Service Portal

PolicyHolder

Your insureds manage their own policies. View coverage, request changes, download documents, make payments.

Insureds call their agent for everything โ€” ID cards, dec pages, payment history, coverage questions. Agents spend half their day on service calls instead of selling.

PolicyHolder gives insureds a self-service portal where they can view coverage, download documents, make payments, and request changes โ€” without calling anyone.

Insured logs into PolicyHolder portal

Views coverage details and documents

Makes payments through PolicyPay

Requests changes routed to agent

Self-service portal

Document downloads

Payment management

Coverage overview

White-label portal with customizable branding. Embed in your existing web properties or deploy standalone on a custom domain.

Part of the PolicyEco ecosystem. Built on the Tawa platform by InsurEco Systems.

๐Ÿ“‹ PolicySpotโ†’ ๐Ÿ‘ค PolicyHolder โ†’๐Ÿ’ณ PolicyPay