How to Build a Custom Insurance Client Portal
Providing your clients with a secure, self-service portal is a game-changer for efficiency and client satisfaction in the insurance industry. In this guide, we’ll walk you through the steps to build a custom client portal using Openkoda.
What is Client Portal?
A client portal is a secure online platform that allows clients to access and manage their insurance policies, submit claims, view documents, and handle payments at their convenience.
Having such a portal in your insurance application is essential because it reduces administrative tasks, improves user experience, and builds trust by providing transparent and instant access to critical information.
Follow the steps below or view a video tutorial:
Step 1: Create a New Dashboard
Start by selecting the Dashboard Builder in Openkoda and clicking ‘Add New Dashboard.’
This dashboard serves as the foundation for your client portal, where client-specific data and insights will be displayed.
A centralized dashboard reduces operational overhead by providing clients with direct access to their data, minimizing the need for customer service interventions.
Step 2: Choose Widgets
Now, define the information your clients will see in the portal.
This includes
- Personal details: Allows users to view and update their personal and contact information
- Policies: Provides a clear list of all owned policies with detailed information
- Claims: Displays a comprehensive view of raised claims and their current statuses
- Attachments: Enables clients to view, print and add insurance documentation
- Upcoming payments: Displays upcoming premium payments with their due dates
All these widgets can be modified and adjusted directly in Openkoda.
We will add these customizable widgets to the dashboard, which will retrieve data from web endpoints directly into Openkoda.
Step 3: Adding Widgets to the Dashboard
Go back to the Dashboard Builder and arrange the chosen widgets.
Use the drag-and-drop functionality to organize elements for a clean, user-friendly layout.
A well-organized dashboard makes it easier for clients to navigate and find the information they need.
Step 4: Set Up Client Access
Once our customer portal design is complete, we need to ensure that our Client users have limited access to the system.
Create a custom privilege set in Openkoda to get access to our newly created Client Portal.
This ensures that they only see their personal data and are restricted from other areas of the application.
Restrict access to sensitive client data to build trust and comply with data protection rules.
Step 5: Set up access for a Client
Next, we’re going to set up all the privileges our users with the Client role will have.
A Client role includes access to the Client Portal.
Apart from this and their personal data, Clients won’t have access to any other parts of the application.
Now, let’s see some details of our client’s data:
And assign a user Jane Smith the role of Client. In this way, she will gain access to her Client portal.
Step 6: Consolidate Components
Now we will bring all the components together into a unified Client Portal screen in CMS.
Double-check that custom privileges are correctly restricting access to only the designated areas.
Step 7: Test the Client Portal
Log in as a client to test the portal.
We can see that all elements, including client data, notes, attachments, related policies, claims, and payments, are displayed securely and accurately.
Build Your Insurance Client Portal With Openkoda
Building a client portal empowers customers by providing 24/7 access to their insurance policies, claims, and payment schedules, enhancing convenience and transparency. It improves customer satisfaction through self-service capabilities, reducing the need for support calls and manual interventions. Additionally, it fosters trust by offering a secure insurance application to manage sensitive information.
With Openkoda, you can create any type of portal, including client portals, insurer portals, or other third-party portals, tailored to your business needs.
Explore how Openkoda features can streamline your operations and provide the ideal solution for insurance businesses seeking innovative software and book a personal demo with us.
