Claim intimation through Customer Portal

A customer often contacts the broker first when a claim occurs. Collecting the right initial information early can make the servicing process calmer and more organised.

WHAT WE ARE PLANNING

Allow an authorised customer to initiate a claim through the Customer Portal, attach basic information and documents, and create a structured request for the broker’s team to review.

WHY IT COULD HELP

The customer gets a clear starting point, while the servicing team receives the request in the context of the correct policy. This can reduce scattered email or WhatsApp messages and improve follow-up from the first interaction.

STATUS

Planned next. The broker’s team will remain in control of validation, insurer or TPA communication and the subsequent claim workflow.