Account and Policy Visibility
Clients can review account details, policy records, and key servicing milestones from one secure portal view.
Client Portal
Self-Service Client Portal With Built-In Automation
Give insureds a modern self-service experience while Prudens automates confirmations, reminders, document workflows, and service routing in the background. The portal is connected to your AMS operations, so clients move faster and your team handles fewer repetitive requests.
Live self-service dashboard
SOP automation queue
Self-Service Experience Clients Actually Use
Designed to reduce back-and-forth while keeping insureds informed and in control.
Documents On Demand
Policy documents, evidence files, and service outputs are available without waiting on manual email delivery.
Guided Service Requests
Insureds submit requests through structured flows that collect the right details up front to prevent rework.
COI and EOI Requests
Certificate and evidence requests are tracked end-to-end with status visibility and delivery confirmations.
Live Request Status
Clients see where each request sits in the process, including confirmations, updates, and completed actions.
Secure Access Controls
Company-level access and user-level controls ensure every portal action stays inside the right account boundary.
Automation Layer Behind Every Portal Interaction
Self-service on the front-end, SOP-driven execution on the back-end.
01
Intake
Client submits a portal request with contextual prompts and required data capture.
02
Classification
Prudens detects request type and routes to the right workflow for service, COI/EOI, or escalation.
03
SOP Execution
Automation applies predefined operating steps, task dependencies, and timing rules.
04
Client Communication
Custom confirmations and progress updates are delivered through the right communication channel.
05
Completion + Audit
Final outputs are published in the portal with an auditable timeline for teams and clients.
Self-Service and Automation Matrix
Each portal action maps to a reliable automation response and client-facing status loop.
| Portal Action | Automation Trigger | System Response | Client Experience |
|---|---|---|---|
| Submit Service Request Policy change, account update, or support request | Request classification and SOP selection | Task creation, ownership routing, and SLA timers | Status visibility with confirmation and milestone updates |
| Request COI or EOI Certificate and evidence document workflows | Template selection and requirement checks | Validation, processing queue, and delivery notifications | Progress tracking and final delivery confirmation |
| Upload Supporting Documents Insured files, forms, and required attachments | Document ingest and extraction workflow | Structured data mapping and follow-up prompts | Reduced manual re-entry and faster completion time |
| Open Urgent Issue FNOL or high-priority escalation scenario | Priority scoring and escalation logic | Immediate routing to service team and alerting | Immediate acknowledgement and visible escalation path |
Pair With AI Virtual Assistant
Connect the portal to omnichannel automation so requests can continue through email, SMS, phone, and AI assistant workflows without losing context.
View AI Virtual AssistantComplete The AMS Loop
Client self-service is strongest when tied to policy operations, servicing queues, and workflow automation inside your AMS operating model.
View AMS CapabilitiesReady To Launch A Self-Service Client Portal?
Show your clients a modern portal experience while Prudens handles automation, routing, and communication workflows behind the scenes.
Schedule Your Demo