CRMJetty

Managing insurance policies and loan applications has traditionally been a tedious, paper-heavy process for customers and businesses alike. With rising expectations for fast, transparent services, financial institutions must rethink how they serve their clients. One effective solution is a self-service portal where customers can independently access information, make informed decisions, and manage their financial activities. Whether you offer insurance products or loan services, investing in the best self-service portal can significantly improve customer satisfaction and operational efficiency. Let’s explore how. Self-Service Portal Benefits for Financial Transactions A modern self-service portal empowers customers by offering control, clarity, and convenience. Here are some key self-service portal benefits: 24/7 Access to Information: Clients can review insurance policies, loan options, and application statuses anytime without needing to call support. Faster Decision Making: With comp...

Back in March when the lockdown was beginning, the weather was also changing from spring to summer. And when the weather changes, I tend to get a sore throat. So of course, as someone who Googles everything, I Googled the symptoms of coronavirus and convinced myself that maybe I had it. Reader, I didn’t. If you can convince yourself you have a much bigger health issue when you just have the common cold, it is needless to say, the scale of that comparison and panic varies from person to person and disease to disease. And health is one aspect of life that we’d like insured, so when something actually happens, we are taken care of. Other things that we like insured are our cars, houses, gadgets, and almost everything. Why? Because we buy really expensive things sometimes and expensive things also break. It just takes way more to fix an expensive thing as compared to something that cost less originally. Similarly, an equally complicated financial matter is getting a loan ...

Everyone’s attention right now is focused on COVID-19. You are worried about how to serve your customers and they are worried about how to get services.  In this situation, you have to ensure that your customers get the support they need. Of course, there are challenges that you will face, all unique to your business. Your priority should be to maintain frictionless customer experience. Some of the things you will have to take care of for this is tuning your customer journey and the ways you provide support. Businesses in the current situation are proactively working on discovering ways to help their customers help themselves, with online and mobile self-service interfaces for everything from raising tickets and tracking, monitoring sensitive financial information, making online payments or getting immediate data for their health. Recently, customers have become extremely demanding. They want answers right in front, as they raise an issue or want to get in touch with yo...