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Self Service Travel Insurance Member Portal

About the solution

Need for a Self Service Portal for Travel Insurance Policy Claims

  • Members need the ability to view key policy details, request policy edits, create & track claims and appeal requests & download documents
  • Processers should be able to view, pick up and action against a raised request, claim or appeal
  • Administrator should be able to administer and manage Portal Users

 

Solution Capabilities

  • Self Service Member Portal for customer members with ability to view key policy details, request policy edits, create & track claims and appeal requests, document download
  • Ability for the customer internal team to pick up and action against a raised request, claim or appeal
  • Ability to administer and manage Portal Users
  • Opportunity and Pipeline management by Sales Team
  • Salesforce Integration with backend legacy systems

 

Business Benefits

 

 

 

If you’d like to understand more about how we can support and enable your Salesforce/MuleSoft journey, get in touch at salesforce@coforge.com or fill out this contact form!

Why Coforge for Salesforce?

Coforge is a trusted Partner to Salesforce (MuleSoft) since 2008, delivering domain-specific, business outcome focused solutions to our Global customers. Equipped with 300+ Multi-Certified Salesforce experts having a rich mix of domain & technical knowledge, we are ready to work with your business to help you unlock the true potential of the Salesforce ecosystem, enabling your business in making the right decisions, reducing risks, and getting the maximum return on of your investment in Salesforce.

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