Enhanced Customer Experience with Novidea’s Customer Portal

Novidea’s integrated customer portal provides a secure and branded way to give your customers complete, convenient, and seamless service.

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Seamless and secure self-service for customers

Today’s customers expect more. They’re used to portals in other aspects of their lives, such as online banking, that give them easy control over their accounts. Novidea enables you to offer a seamless self-service experience, with easy access to all their documentation and data from anywhere at any time.
Novidea empowers your customers to progress their policies in the way that best suits them. The portal’s rich functionality provides enhanced service while reducing the time, costs, and resources otherwise needed to manage customer needs. This means you can offer enhanced customer services and self-service options (such as mid-term adjustments), which reduce costs and increase customer satisfaction and retention.

A tailored user experience

Your client portal will be designed to match your website, keeping your customer experience consistent across all brand touchpoints. All fields can be set up in the way you want, with secure access from any device to customers’ policy portfolios and other key information such as renewals, claims, policies, quotes, broker contact details, and more.

A single source of data

Novidea is fully integrated across your front, middle, and back office, including the customer portal. This ensures zero data lag for customers, so they see the same live information as your team from the moment it is entered. In addition, when customers make or request changes to their accounts through the portal, your team is instantly notified and can respond accordingly.

Generate inbound and cross-
selling opportunities

Novidea’s portal can also be used to present customers with information such as articles, videos, white papers, and other marketing materials. You can then easily track user activity and create dialogue between customers and brokers. This uncovers their areas of interest, so that your team can grow the account through cross-selling and up-selling opportunities.