Get powerful servicing tools and TPA solutions.
Simplify pre- and post-issue servicing for both administrators and customers.
Boost efficiency
Offer a smooth, simple experience for both administrators and customers with easy-to-navigate tools and portal experiences.
Improve customer experience
Launch an intuitive customer portal designed to fit within your brand ecosystem. Allow your customers to self-serve up to 97% of their needs.
Manage your book of business
Give your teams critical financial insights, from detailed customer, account, and policy info to lead source data.
Clean, digital experiences loved by administrators and customers alike.
Powerful tools. Critical insights.
Get tools and info for CX and administrators, and insights for stakeholders across your organization.
Manage payments, beneficiaries, schedules, and view clear transaction history with advanced features like third-party payor.
Access in-depth logs of all administrator and underwriter actions taken throughout the application and policy lifecycle.
See a full financial picture of every policy, including cash value, loans, and other mechanisms of various products.
Get lead source agent and servicing agent info, and have the ability to reassign servicing agents if needed.
A self-service portal experience that customers love.
Match your existing brand
Bestow’s customer portal is white-labeled to meet your design and style needs, keeping your customers inside the brand ecosystem they already trust.
Cater to your product needs
Whether supporting simple term or a more complex product, Bestow’s portal experience offers features and capabilities that cater to specific product needs.
Get built-in notification system
Keep customers up to date on statuses and needed action, prompting them to self-serve and resolve issues or to contact an agent or support team member.
Reduce CX burden
Customers can tackle up to 97% of their own customer service needs, including: payments and billing, account updates, beneficiary changes, retrieving policy documents, and more.
Match your existing brand
Bestow’s customer portal is white-labeled to meet your design and style needs, keeping your customers inside the brand ecosystem they already trust.
Get built-in notification system
Keep customers up to date on statuses and needed action, prompting them to self-serve and resolve issues or to contact an agent or support team member.
Cater to your product needs
Whether supporting simple term or a more complex product, Bestow’s portal experience offers features and capabilities that cater to specific product needs.
Reduce CX burden
Customers can tackle up to 97% of their own customer service needs, including: payments and billing, account updates, beneficiary changes, retrieving policy documents, and more.
End-to-end customer lifecycle management
Optimize servicing and better manage your financial ledger.
Pre-issue servicing
- Application process assistance
- Payment scheduling and processing
- Status and decision info
Post-issue servicing
- TPA services and frictionless CX tools
- Branded customer self-service portal
Management and security
- Team and workstream oversight
- Permission tiers for needs-based
access to features and sensitive data
Need TPA services? We’ve got you covered.
Unburden valuable in-house resources by taking advantage of Bestow’s talented team of Customer Care Advisors and policy administrators.
Discover more.
Learn more about our platform and how we are helping carriers modernize, launch new products, and speed up growth and innovation.
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You’ve got goals. We’ve got solutions.
Connect to set up a product demo or to start a conversation about Bestow’s end-to-end administration solution.
