CLIENT PORTALS: THE SELF-SERVICE REVOLUTION IN FUNERAL POLICY MANAGEMENT
Modern policyholders expect more than paperwork and phone calls, they want fast, digital access to their information, especially during difficult times. This has given rise to a self-service trend in the funeral insurance sector, allowing clients to stay informed, act independently, and feel in control.
WHY SELF-SERVICE MATTERS
Policyholders can do the following:
- Member status and last 6 payments.
- Pay@ number.
- List beneficiaries.
- View policy document.
- Request a claim form.
- Request policy upgrade or call back.
- Request policy amendment or call back.
- Upload documents (audio, images, PDF).
Enabling this level of service can significantly improve client satisfaction and reduce manual admin load.
Service providers that adapt to digital expectations benefit from:
- Fewer back-and-forth interactions on simple updates.
- Reduced risk of outdated or incorrect policy data.
- Improved perception of professionalism.
- Greater capacity to scale without increasing staff load.
Creating a digital bridge between clients and their policy data isn’t just modern, it’s essential.
WHY CHOOSE 360 ADMINISTRATION AND SYSTEMS?
Give your clients the digital experience they expect, without the complexity.
360 Administration and Systems empowers funeral parlours and insurance brokers to provide secure, always-on access to policy information.
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