Customer portal with self-service order handling
A portal where the customer checks order status, views quotes and downloads documents on their own - without calling the broker.
Problem
Customers call brokers asking about order status and requesting PDF quotes. Brokers spend time on support instead of sales, and the customer has no access to documents or visibility into what stage their order is at.
Solution
We implemented a portal where the customer logs in and sees all their orders, quotes and documents. They check the status at any time and download quotes as PDF. The portal looks like the broker's own site - each broker has its own logo, colours and set of visible features. The system automatically sends an email notification about every status change. Everything works on mobile too, and each customer sees only their own orders.
Result
Customers view offers, download documents and track orders on their own. Fewer phone calls and emails, and brokers focus on sales instead of support.
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