Can it integrate with our policy admin system?

Yes, the template includes integration points for major policy admin systems. Policy data syncs to keep portal information current.

How do policyholders file claims?

A guided workflow collects claim information step by step. Policyholders describe the loss, upload photos/documents, and submit. Claims route to adjusters with all details.

Can policyholders download ID cards?

Yes, digital ID cards are generated from policy data. Policyholders can view on mobile, download PDF, or add to Apple/Google Wallet.

Does it support multiple policy types?

Yes, the portal handles personal lines (auto, home), commercial, life, and health policies. Configure which features are available for each line of business.

Can agents see their clients' portal activity?

Yes, agents can see which clients have registered, view their inquiries, and respond to messages. This helps agents provide proactive service.

Yes, full white-labeling with your branding, colors, and domain. Policyholders see your brand, not ours.

Customer PortalInsuranceNew

Insurance Customer Portal

Insurance policyholder portal with claims filing, policy management, and ID cards.

Full source code

One-click export

Fully customizable

Production ready

Template Preview

Insurance Customer Portal is a policyholder-facing platform for insurance agencies and carriers. It provides the self-service capabilities that modern policyholders expect while reducing call volume to your service teams.

Let policyholders view their coverage, download ID cards, and file claims online. Provide clear coverage summaries without policy jargon. Enable document upload for claims and policy changes. Connect policyholders with their agent or service team.

From independent agencies to regional carriers, this template helps you deliver the digital experience policyholders expect.

Why Choose Insurance Customer Portal?

Discover how this template can transform your insurance operations

Reduce Service Calls

Self-service for common requests—ID cards, coverage questions, claim status. Free up staff for complex issues.

Simplify Claims Filing

Guided claims submission with document upload. Policyholders can start claims anytime, track status, and communicate with adjusters.

Clarify Coverage

Coverage summaries in plain language. Policyholders understand what's covered without reading the full policy.

Provide Instant Access

Digital ID cards available instantly on mobile. Policy documents and declarations accessible anytime.

Enable Policy Changes

Request endorsements and policy changes through the portal. Reduce phone calls and emails.

Connect with Agents

Direct messaging to their agent or service team. Appointment scheduling for complex needs.

Who Should Use This Template?

This template is designed for healthcare professionals and organizations of all sizes

Insurance Agencies

Independent and captive agencies wanting to provide policyholder self-service.

Insurance Carriers

Insurance companies building or upgrading their policyholder portal.

MGAs/MGUs

Managing general agents providing portal access for their programs.

Benefits Administrators

Third-party administrators managing employee benefits portals.

How to Get Started

Go from template to production in four simple steps

Connect Policy Data

Integrate with your policy administration system. Import policyholder data and policy details.

Configure Portal Features

Set up claims workflows, document types, and self-service options. Brand the portal.

Invite Policyholders

Launch the portal and invite policyholders to register. Enable access for new policies automatically.

Serve Policyholders

Policyholders access coverage, file claims, and communicate—all through the portal.

Features Included

Claims Filing

Policy Management

ID Cards

Coverage Summary

Agent Contact

Common Use Cases

Viewing policy and coverage information

Downloading insurance ID cards

Filing first notice of loss claims

Uploading claim documents and photos

Tracking claim status

Requesting policy changes

Messaging agents or service teams

Making policy payments

Built With Modern Tech

React 18 with Next.js 14TypeScriptPostgreSQL databaseTailwind CSS + shadcn/uiNode.js backendREST APIDocument generationMobile wallet integration

Integrations

Policy admin systemsClaims management systemsPayment processorsDocument managementTwilio (SMS)Identity verificationApple/Google WalletZapier

Frequently Asked Questions

Everything you need to know about the Insurance Customer Portal template

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Ready to Build Your Insurance Solution?

Start building with Insurance Customer Portal today. Full source code included, deploy in days not months.

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