Formerly known as Gain Life
Customer Portal
Policyholders now expect the same self-service experience they get from banking and retail‚ most insurance portals aren't delivering it. Customers call for basic updates. Internal teams reactively chase documents and tasks. Risk signals surface too late.
OUR SOLUTION
A unified, self-service experience for policyholders that reduces friction and drives better outcomes
Crosstie’s Customer Portal Automation provides a centralized, connected, intelligent 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.
Give policyholders a modern self-service experience in 4-6 weeks. Enterprise-grade security, role-based permissions, and full audit trails are built in, not bolted on. Deliver a modern, self-service customer experience without replacing your core systems.
The Crosstie Platform Advantage
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.
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 US
Why Our Approach Works
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.
Multi-Channel Engagement
Customers interact via portal, text, email, or voice while all activity remains connected to underlying workflows and systems.
