How to Build a Custom Insurance Client Portal
A practical, step-by-step guide to building a secure, self-service insurance client portal with Openkoda's dashboard builder and widgets.
Category
Insurance Personalization
Articles on Insurance Personalization from the Openkoda team.
Client Portal
Policy Dashboard
How to Build a Personalized Insurance Policy Dashboard
A step-by-step guide to creating a personalized insurance policy dashboard in Openkoda using customizable widgets and real-time data.
Document Generation
How to Generate Insurance Documents with Customizable Templates
Learn how to create professional insurance documents in minutes using Openkoda's customizable templates with dynamic placeholders.
Embedded Insurance
Embedded Car Insurance: How to Build It?
The benefits of embedded car insurance and a step-by-step guide to building a dynamic, embeddable auto insurance quote form with Openkoda.
Personalization
Innovative Personalized Insurance Explained
A deep dive into insurance personalization: the technologies driving it, ways to personalize the experience, benefits, challenges, and insurer strategies.
Specialty Insurance
How Technology Powers Specialty Insurance Products
What specialty insurance is, why it matters to customers, and how the right technology stack lets insurers launch niche products faster and at scale.
Automation
How to Automate Insurance Policy Renewal Reminders?
Learn how automated, personalized policy expiration reminders work and how to set them up in Openkoda to boost retention and save time.
Embedded Insurance
How to Build an Embeddable Quote Form for Travel Insurance
A step-by-step guide to building a dynamic, embeddable travel insurance quote form with premium calculation, validation, and automated emails in Openkoda.
Tutorial
How to Create Custom Notifications for Your Application
A step-by-step guide to setting up custom in-app notifications in Openkoda that alert users when a claim is assigned to them.
Tutorial
How to Implement a Dynamic Pricing & Real-Time Premium Calculation in Insurance Systems
Understand dynamic pricing and real-time premium calculation, and learn how to implement a flexible insurance quoting system step by step in Openkoda.
Tutorial
How to Easily Manage Multiple Insurance Organizations in One Platform
A step-by-step guide to setting up and managing multiple insurance organizations, users, and dashboards from a single Openkoda platform.
User Management
How to Manage User Roles and Create Custom Permissions in Your Application
A step-by-step Openkoda tutorial on configuring roles, assigning permissions, and creating custom privileges for secure insurance software.
Tutorial
How to Personalize Your Openkoda Interface to Match Your Brand
A step-by-step tutorial on personalizing the Openkoda interface with your brand's logo, colors, layout, menus, and data visualizations.
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