Customer Portal
A unified, self-service experience for policyholders that reduces friction and drives better outcomes
Customer Portal
A unified, self-service experience for policyholders that reduces friction and drives better outcomes
Customer Portal
A unified, self-service experience for policyholders that reduces friction and drives better outcomes
Policyholders expect the same transparency and self-service they experience in other industries, yet insurance customer portals remain fragmented, static, and disconnected from real workflows. Customers call for basic updates. Internal teams chase documents and tasks. Risk signals surface too late.
Crosstie’s Customer Portal Automation provides a centralized, AI-enabled experience for policyholders, employers, and clients. Embedded directly into policy administration, claims, and risk workflows, the portal connects experience to outcomes by reducing administrative burden, accelerating response times, and improving engagement across the customer lifecycle.
Deliver a modern, self-service customer experience without replacing your core systems.
The Crosstie Platform Advantage
Current Workflow
Current Workflow
With Crosstie
With Crosstie
What This Means for Your Team
What This Means for Your Team
Customer information, documents, communication, and tasks are spread across portals, email threads, and internal systems
A centralized customer portal that brings policies, claims, documents, tasks, and communication into one guided experience
Fewer inbound calls and emails, clearer accountability, and a more consistent customer experience
Customer information, documents, communication, and tasks are spread across portals, email threads, and internal systems
A centralized customer portal that brings policies, claims, documents, tasks, and communication into one guided experience
Fewer inbound calls and emails, clearer accountability, and a more consistent customer experience
Policyholders rely on manual outreach to check status, submit information, or complete required actions
Self-service dashboards that guide customers through tasks, submissions, and next steps in real time
Higher self-service completion rates and less administrative follow-up
Policyholders rely on manual outreach to check status, submit information, or complete required actions
Self-service dashboards that guide customers through tasks, submissions, and next steps in real time
Higher self-service completion rates and less administrative follow-up
Communication with customers happens across disconnected channels with limited visibility or auditability
Unified, bidirectional communication via text, email, and secure in-app messaging captured directly within workflows
Faster response times, better documentation, and fewer dropped handoffs
Communication with customers happens across disconnected channels with limited visibility or auditability
Unified, bidirectional communication via text, email, and secure in-app messaging captured directly within workflows
Faster response times, better documentation, and fewer dropped handoffs
Why Our Approach Works
Built for Insurance Customer Workflows
Crosstie’s portal is designed specifically for insurance operations, not generic customer engagement tools. Experiences adapt by customer type, line of business, and workflow context, ensuring relevance across policy administration, claims, and risk management.
Self-Service Without Sacrificing Control
Customers can view details, submit information, and complete tasks independently, while internal teams maintain oversight through configurable rules, approvals, and complete audit trails.
Proactive Task and Risk Management
The portal tracks risk management actions, outstanding tasks, and required documentation across the customer lifecycle. Automated reminders and alerts help surface issues early instead of reacting after delays or escalations occur.
Embedded AI, Applied Practically
AI assists with parsing and analyzing documents, emails, and messages, translating content into preferred languages, and surfacing signals that require attention. Voice interactions can also feed the portal through agentic voice with recording, transcription, and summarization.
Business Teams Configure, IT Stays in Control
No-code configuration allows teams to update workflows, content, rules, and communications without new software releases, while IT maintains governance, security, and integrations.
Full Branding Control
Full branding control with white-labeling, custom URLs, and configurable themes ensures the customer portal reflects your organization’s identity. Carriers, TPAs, and self-insured organizations deliver a seamless, branded experience without exposing third-party tooling or requiring custom development.
Seamless Integration with Core Systems
Integrates with underwriting platforms, CRM systems such as Salesforce or Dynamics, and document repositories like SharePoint using secure APIs, managed file exchange, and webhooks.
Why Our Approach Works
Built for Insurance Customer Workflows
Crosstie’s portal is designed specifically for insurance operations, not generic customer engagement tools. Experiences adapt by customer type, line of business, and workflow context, ensuring relevance across policy administration, claims, and risk management.
Self-Service Without Sacrificing Control
Customers can view details, submit information, and complete tasks independently, while internal teams maintain oversight through configurable rules, approvals, and complete audit trails.
Proactive Task and Risk Management
The portal tracks risk management actions, outstanding tasks, and required documentation across the customer lifecycle. Automated reminders and alerts help surface issues early instead of reacting after delays or escalations occur.
Embedded AI, Applied Practically
AI assists with parsing and analyzing documents, emails, and messages, translating content into preferred languages, and surfacing signals that require attention. Voice interactions can also feed the portal through agentic voice with recording, transcription, and summarization.
Business Teams Configure, IT Stays in Control
No-code configuration allows teams to update workflows, content, rules, and communications without new software releases, while IT maintains governance, security, and integrations.
Full Branding Control
Full branding control with white-labeling, custom URLs, and configurable themes ensures the customer portal reflects your organization’s identity. Carriers, TPAs, and self-insured organizations deliver a seamless, branded experience without exposing third-party tooling or requiring custom development.
Seamless Integration with Core Systems
Integrates with underwriting platforms, CRM systems such as Salesforce or Dynamics, and document repositories like SharePoint using secure APIs, managed file exchange, and webhooks.
Why Our Approach Works
Built for Insurance Customer Workflows
Crosstie’s portal is designed specifically for insurance operations, not generic customer engagement tools. Experiences adapt by customer type, line of business, and workflow context, ensuring relevance across policy administration, claims, and risk management.
Self-Service Without Sacrificing Control
Customers can view details, submit information, and complete tasks independently, while internal teams maintain oversight through configurable rules, approvals, and complete audit trails.
Proactive Task and Risk Management
The portal tracks risk management actions, outstanding tasks, and required documentation across the customer lifecycle. Automated reminders and alerts help surface issues early instead of reacting after delays or escalations occur.
Embedded AI, Applied Practically
AI assists with parsing and analyzing documents, emails, and messages, translating content into preferred languages, and surfacing signals that require attention. Voice interactions can also feed the portal through agentic voice with recording, transcription, and summarization.
Business Teams Configure, IT Stays in Control
No-code configuration allows teams to update workflows, content, rules, and communications without new software releases, while IT maintains governance, security, and integrations.
Full Branding Control
Full branding control with white-labeling, custom URLs, and configurable themes ensures the customer portal reflects your organization’s identity. Carriers, TPAs, and self-insured organizations deliver a seamless, branded experience without exposing third-party tooling or requiring custom development.
Seamless Integration with Core Systems
Integrates with underwriting platforms, CRM systems such as Salesforce or Dynamics, and document repositories like SharePoint using secure APIs, managed file exchange, and webhooks.
Platform Capabilities
For Policyholders and Customers
Personalized dashboards showing active policies, claims, key dates, and announcements
Self-service task completion, submissions, and status tracking
Secure access to policy binders, risk engineering reports, and statements
Bidirectional communication through text, email, and secure in-app messaging
Real-time language translation based on user preference
For Internal Teams
Centralized visibility into customer activity, submissions, and outstanding tasks
Automated ingestion and analysis of documents, emails, and messages
FNOL creation and claim tracking directly within the portal or via voice and email
Integrated e-signature and digital notarization workflows
Reporting and analytics through native dashboards or third-party tools
Platform Capabilities
For Policyholders and Customers
Personalized dashboards showing active policies, claims, key dates, and announcements
Self-service task completion, submissions, and status tracking
Secure access to policy binders, risk engineering reports, and statements
Bidirectional communication through text, email, and secure in-app messaging
Real-time language translation based on user preference
For Internal Teams
Centralized visibility into customer activity, submissions, and outstanding tasks
Automated ingestion and analysis of documents, emails, and messages
FNOL creation and claim tracking directly within the portal or via voice and email
Integrated e-signature and digital notarization workflows
Reporting and analytics through native dashboards or third-party tools
Real-World Applications
Policy Administration
Customers access policy details, receive renewal notices, submit required information, and complete acknowledgments without manual follow-up.
Policy Administration
Customers access policy details, receive renewal notices, submit required information, and complete acknowledgments without manual follow-up.
Policy Administration
Customers access policy details, receive renewal notices, submit required information, and complete acknowledgments without manual follow-up.
Claims and FNOL
Policyholders initiate First Notice of Loss, track claim status, upload evidence, and communicate with adjusters through one consistent interface.
Claims and FNOL
Policyholders initiate First Notice of Loss, track claim status, upload evidence, and communicate with adjusters through one consistent interface.
Claims and FNOL
Policyholders initiate First Notice of Loss, track claim status, upload evidence, and communicate with adjusters through one consistent interface.
Risk Management and Loss Control
Customers track risk management tasks, submit remediation evidence, and receive proactive reminders to address emerging issues.
Risk Management and Loss Control
Customers track risk management tasks, submit remediation evidence, and receive proactive reminders to address emerging issues.
Risk Management and Loss Control
Customers track risk management tasks, submit remediation evidence, and receive proactive reminders to address emerging issues.
Multi-Channel Engagement
Customers interact via portal, text, email, or voice while all activity remains connected to underlying workflows and systems.
Multi-Channel Engagement
Customers interact via portal, text, email, or voice while all activity remains connected to underlying workflows and systems.
Multi-Channel Engagement
Customers interact via portal, text, email, or voice while all activity remains connected to underlying workflows and systems.
Proven Value You Can Measure
Reduced inbound calls through guided self-service experiences
Reduced inbound calls through guided self-service experiences
Reduced inbound calls through guided self-service experiences
Faster task completion and response times across policy and claims workflows
Faster task completion and response times across policy and claims workflows
Faster task completion and response times across policy and claims workflows
Improved customer engagement and satisfaction
Improved customer engagement and satisfaction
Improved customer engagement and satisfaction
Time savings for adjusters and service teams through automation
Time savings for adjusters and service teams through automation
Time savings for adjusters and service teams through automation
One configurable platform instead of multiple point solutions
One configurable platform instead of multiple point solutions
Purpose-built for P&C insurance with the flexibility to scale and evolve
Purpose-built for P&C insurance with the flexibility to scale and evolve
Purpose-built for P&C insurance with the flexibility to scale and evolve
Give customers a single place to engage while giving your teams fewer follow-ups to manage.
Give customers a single place to engage while giving your teams fewer follow-ups to manage.
Give customers a single place to engage while giving your teams fewer follow-ups to manage.
Menu
Formerly Gain Life