Skip Navigation LinksIndustry Solutions > Insurance > Customer Service
Insurance Customer Service

Customer Service for Policyholders and Agents

Whether you’re helping policyholders or agents, they want answers now. They’re not calling or e-mailing to say hello – they’re reaching out because they need you. Customer service is critical to insurance companies – great customer service makes the difference. OnBase helps you give them answers quickly, consistently and accurately.

Policyholder Services

OnBase gives you the ability to see all related content in a single view. From applications to claims to correspondence, everything is available in the same place, at the same time.

Makes first call resolution the rule – not the exception

Never lose or misfile another document again. Replicate the tabbed policyholder files your staff is used to with smart e-folders in OnBase.

Read case study about first call resolution

Automates touchpoints and increases meaningful policyholder communication

Send letters, e-mails or reminders to policyholders automatically. Guarantee consistent, timely and valuable communication.

Read case study about meaningful communication

Agency Services

Automate agency communication, including everything from commission statements to policy changes.

Creates one-stop agency portals

How to make your agents love you: Put everything they need to do business with you in one place. Let them access it anywhere, any time.

Read case study about agency portals

Provides paperless agency reporting in real-time

Make it easier for agents to write business with you. Scan, upload and route documents instantly.

Read case study about paperless reporting

How do I train my people?

How do I train my people?

Hyland’s Education Services lets you and your staff learn about OnBase in whatever way works for you. You can take our training and certification classes here at our place in Cleveland, at your place so you don’t need to leave the office, or online. Visit Training.OnBase.com.

  • Creates better solutions with more knowledge
  • Provides IT staff with valuable training certifications
  • Trains end users online so they are advocates for user adoption
How can I get more value out of my reseller relationship?

How can I get more value out of my reseller relationship?

Authorised OnBase Solution Providers are our feet on the street. They often live and work in your region and always have deep business and IT experience to help you design the best ECM solution out there. They’re highly trained and offer a total end-to-end ECM solution, including services, hardware and more.

  • Helps you uncover business and IT needs with concentration on certain markets and regions
  • Provides outstanding implementation and technical support with deep product knowledge
  • Offers end-to-end ECM solutions