Insurance portal development: features, benefits & solution overview
global insurance agency portal market size in 2025
Custom Market Insights
the expected CAGR for the insurance portal market from 2025 to 2034
Custom Market Insights
of customers prefer online channels for managing contracts, claims, and getting support
Deloitte
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Main features of insurance portals
Manage the company's relationship with potential and existing customers, optimize processes, and improve the entire customer lifecycle.
- Customer onboarding
- Self-service capabilities
- Collaboration automation
Quote & policy management
Manage the entire policy lifecycle, support all processes from underwriting to renewals, and deliver timely quote and policy information to agents.
- Quote-to-policy conversion
- Underwriting and premium calculation
- MTAs, renewals, and cancellations
Underwriting support
Review insurance applications, assess the applicant's insurance risks and the amount of coverage those risks require.
- Client-level reporting
- Product-section analysis
- Rate monitoring
Products & tariffs
Control rates, track risks, and offer the best personalized insurance plans to customers.
- Product configuration
- Risk factors, excess and risk objects
- Commissions and taxes definition
Inquiry management
Make the insurance agent's responses fast, timely processing each request depending on their content and urgency.
- Priority assignment
- Payments history tracking
- Claims management
Streamline claims processing, from checking their eligibility and approval to creating transaction reports.
- Online claim registration
- Claim settlement and recoveries
- Payment allocations
Allocate insurance liabilities to another insurance company and reduce risk exposure while lowering equity requirements.
- End-to-end process management
- Proportional and non-proportional reinsurance
- Excess of loss, quota-share, surplus
Documents management
Quickly locate, access, and manage all necessary insurance documents, saving agents’ time, increasing data security, and reducing the risk of misplacing or losing data.
- Online document and form management
- Document storage
- Creation of policy documents, claims, and invoices
Marketing management
Evaluate customer needs, track important marketing metrics, and create engaging campaigns to grow policy sales.
- Sales monitoring
- Cross-selling and up-selling forms
- Campaign management
Accounting & financial reporting
Collect transaction data, categorize it and use the most suitable accounting plan for your business.
- Reserves calculations and tracking
- Regulatory reporting, analytics and BI
- Payment and settlements
Types of insurance portals
Self-service portal
A self-service portal allows customers to log into their accounts and get real-time access to their policy information. It also benefits insurance companies, saving them time on routine service tasks and helping them meet customer expectations.
Agent & broker portal
A dedicated web portal for insurance brokers, partners, and agents allows them to collect and view data on insurance policies and application statuses in one place, streamline administrative processes, and speed up policy issuance.
Underwriting portal
An underwriting portal organizes insurers and connects them with brokers and clients. Insurers can interact with clients to manage business promotions and online policy sales to deliver a best-in-class experience.
Affiliate partner portal
An affiliate partner portal provides the partners of an insurance organization access to the most relevant offers and opportunities as well as helpful resources.
Insurance comparison portal
Insurance policy comparison portals allow customers to compare different insurance policy offers for certain categories and see which one provides the best premium rates.
Insurance MGAs & MGUs portal
This insurance portal is used by managing general agents (MGAs) and managing general underwriters (MGUs) who are appointed by insurer firms to collect applications from agents and manage insurance contracts.
Our insurance portal development services
Itransition delivers a full range of insurance portal development services, delivering robust insurance portal solutions in line with your business needs.
Platform-based portal development
We can create an insurance portal based on best-in-class platforms relative to your requirements. We will advise you on suitable platforms, configure the system, add the necessary features and implement the solution in your business environment.
Custom insurance portal development
Our team builds custom insurance portals from scratch to meet all your unique requirements. We build prototypes, create UX/UI design, develop the portal’s back-end and front-end, test and implement the solution in your corporate environment with the necessary configurations and integrations.
Migration
We migrate your insurance portal from a legacy environment to a future-proof one, more suitable to your evolved needs. Our team will set up and configure the target platform, carry out secure data migration, and integrate it with other enterprise software.
Modernization
Our team can rebuild an existing insurance portal and adapt it to your new business requirements, improving its performance, security, and scalability. We can update the user experience and interface design, implement new features, and refactor the portal’s source code.
Custom vs platform-based insurance portals
Custom portal
If you choose to develop an insurance portal from scratch, it will have a custom system design and features tailored to your needs and workflows. Other benefits of a custom solution include:
- Branded UI/UX
- Features added on-demand
- Customization
- High scalability
Platform-based solution
There are many off-the-shelf portal solutions for the insurance industry available on the market. If you invest in a ready-made portal solution and integrate it with your key systems via pre-built APIs, you can reap the following benefits:
- Fast implementation
- Regular updates
- Lower upfront cost
- Faster time to market
Client spotlight: solutions we've built
£1 mn
raised in Series A funding
SaaS platform for claim management
We developed a highly configurable and scalable SaaS solution to manage the full life cycle of insurance claims and policies for a UK startup.
54%
leads growth
Salesforce CRM for a US insurance buyout agency
We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity by 75%.
Advanced
automation of insurance workflows
Insurance workflow management system
We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.
Health insurance management platform
We implemented a financial module into the insurance management platform used by US government employees to serve millions of children eligible for low-cost healthcare services under the CHIP program.
£1 mn
raised in Series A funding
SaaS platform for claim management
We developed a highly configurable and scalable SaaS solution to manage the full life cycle of insurance claims and policies for a UK startup.
54%
leads growth
Salesforce CRM for a US insurance buyout agency
We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity by 75%.
Advanced
automation of insurance workflows
Insurance workflow management system
We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.
Health insurance management platform
We implemented a financial module into the insurance management platform used by US government employees to serve millions of children eligible for low-cost healthcare services under the CHIP program.
£1 mn
raised in Series A funding
SaaS platform for claim management
We developed a highly configurable and scalable SaaS solution to manage the full life cycle of insurance claims and policies for a UK startup.
54%
leads growth
Salesforce CRM for a US insurance buyout agency
We deployed and customized a Salesforce-based CRM solution, helping the customer increase its client management productivity by 75%.
Advanced
automation of insurance workflows
Insurance workflow management system
We have improved the insurance workflow management system by implementing extended automation features, including calculations, reporting, and PDF document generation and customization.
Health insurance management platform
We implemented a financial module into the insurance management platform used by US government employees to serve millions of children eligible for low-cost healthcare services under the CHIP program.
Insurance portal integrations
Insurance portal integrations
CRM
ERP
CMS
PIM
Data analytics
We connect your insurance portal with an enterprise CRM to help you use existing and potential customer data from across various channels and create more personalized offers, promotions, and digital experiences.
ERP
Our team integrates the insurance portal with your ERP system to synchronize customer, policy, and transaction data, facilitate business process management, and optimize decision-making.
CMS
We link your insurance portal with your CMS so that you can manage, add, and modify web portal content, create pages in different formats using simple data widgets, and efficiently administer the digital platform.
PIM
By integrating your PIM system with the portal, we help you ensure the accuracy and consistency of information on policies, coverage options, and rates across the portal. With this integration in place, customers can view the latest insurance information to make more informed decisions.
We implement data analytics features into your insurance portal so that you can gain valuable business insights and shape your insurance product offering in line with client needs, minimize the risk of fraudulent claims, and optimize pricing strategies for better profitability.
Create a custom insurance portal with Itransition
Benefits of insurance portals
Improved customer retention
You can increase retention rates with features like automatic reminders and offers to purchase insurance products.
Enhanced data safety
An insurance portal equipped with verification and data encryption mechanisms keeps sensitive data secure.
Operations optimization
Using the insurance portal, you can automate underwriting and customer service claims processing, reducing the risk of errors and increasing operational efficiency.
Customer analytics
You can analyze customer actions to offer more appropriate, personalized insurance products with better risk coverage.
Easy data access
Portal users can log into their personal accounts and get an overview of their insurance information at any time.
Personalized customer experience
Customers get personalized services, customized insurance products, flexible coverage, and support at every touchpoint.
Transparent claim approval process
Customers can track their claim status throughout the approval process with real-time progress indicators and notifications.
24/7 support
With an insurance portal, customers can get support regardless of time or location through a website or a mobile app.
Common challenges with insurance portals
Challenge
Solution
Complex implementation
To simplify insurance portal implementation for your IT team and staff, you should start with a technology audit and, based on its results, develop a comprehensive strategy covering portal development and implementation, insurance data migration, and integration of other corporate systems.
High upfront costs
Insurance companies aiming to lower portal implementation costs can develop their portals on top of off-the-shelf platforms that offer pre-built, customizable templates and modules and significantly speed up the development process. In addition, they can start with building a minimum viable product (MVP) that includes only the essential features and then build on extra functionality over time. Another cost-saving approach is to partner with an experienced software engineering company that will select an optimal tech stack, reuse existing system components, and apply Agile development practices, delivering a robust yet cost-effective solution.
Lack of digital agility
To overcome the lack of digital agility, insurance companies should start by assessing their staff’s current digital literacy and identifying skill gaps that could slow down portal adoption. To facilitate employee onboarding, companies can develop training programs to upskill insurance agents so that they could use the new tool effectively.
Security risks
To mitigate potential security risks and protect sensitive data, insurance companies should integrate comprehensive security mechanisms into the portal, including role-based access controls, multi-factor authentication, and data encryption. After the portal launch, they should also perform regular security audits, check for potential vulnerabilities, and apply security patches.
Related services
Data analytics services
We deliver data processing and analysis solutions so you can make key decisions and identify new opportunities for business growth.
Cloud consulting
We provide seamless software migration to the cloud platform of your choice and offer cloud development and redesign services.
Mobile enablement
We create portals that work seamlessly on any device while maintaining full functionality and usability. Our team can also create a mobile application while saving all management structures.
Cyber security consulting
We help companies protect sensitive data and safeguard business software against disruptions by implementing relevant software solutions and cybersecurity mechanisms.
FAQ
Can you build a mobile-friendly insurance portal?
Depending on your needs, we can create a web-based insurance portal fully optimized for mobile devices or develop a separate mobile application with the necessary portal functionality.
What is the cost of insurance portal development?
The cost of insurance portal development depends on several factors, such as:
- the number and complexity of features
- architecture design
- development team’s composition
- implementation of advanced functionality
- development of a complementary mobile solution
- the number of integrations with other business systems
Each case is unique, please contact our consultants to get a rough estimate for your project.
How can I promote my insurance services?
An insurance portal is a good tool to promote insurance services, increase brand awareness and customer loyalty, automate cross-selling and up-selling, and attract new clients.
What features should I look for in an insurance portal?
A robust insurance portal should allow brokers, agents, and partners to easily access and manage policy and customer data and automate key insurance workflows. To enable this, the portal should offer policy management, claims processing, customer management, and document management capabilities. Insurance companies should also equip their portals with customer self-services tools, such as claims submission, policy tracking, and personalized dashboards, to enable clients to complete various tasks independently, thus improving customer satisfaction and reducing operational costs. Additionally, insurers should incorporate data analytics capabilities into the portal to gain actionable insights into customer behavior, claims trends, and policy performance to make data-driven decisions about their business strategies.
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