Launches Insights

New client portal adds self-service options and transparency to customer capabilities.

(Image source: homepage.) (Sacramento, Calif.) an InsurTech platform for digital transformation and customer engagement has released Insights client portal, an addition to the company’s Customer Engagement Platform. Insights expands the capabilities of the Customer Engagement Platform, a 360-degree suite of SaaS solutions which connect and unify consumers, producers, and employees via any channel, by offering increased visibility into insured behavior through full-featured dashboards, charting, and reporting on the usage of all products, according to an statement. Utilizing the expanded capabilities available through the Insights portal, insurance organizations can now easily track customer engagement across all channels, the vendor says.

In Insights, payments, for example, are viewable, chartable, and reportable by channel and method, the vendor says, and comparisons can be made based on timeframe, including month-over-month. Through the addition of Insights,’s already feature-rich interactive voice response (IVR) solution is also further enhanced by tracking daily active users, interaction by language, and by providing full text transcripts for inbound IVR calls, says. Insights also provides enhanced metrics on outbound IVR while also monitoring the effectiveness of phone, text, and email campaigns. Additionally, Insights allows insurers to track daily active users via the portal, view the most-accessed pages, and more efficiently manage insured opt-in, user registration, password management, and account activations.

Steve Johnson, Co-Founder and Head of Product,

Powerful, Easy-to-Use Toolset

“We built Insights to provide our clients with a powerful, easy to use toolset to gain a deeper understanding of their insured’s behavior,” says Steve Johnson, co-founder and head of product for “Insights allows them to have immediate, real-time access to engagement data across all channels. Insights is a huge value-add to our suite of products and will continue to expand and enhance along with our core products.” describes its focus as engaging customers using any device at any time. pitches its Platform as seamlessly integrating with multiple existing core administration systems, helping insurance organizations avoid unnecessary, expensive, and complex rip-and-replace projects by enhancing internal capabilities, maximizing capital investments, and increasing process transparency.

Kingstone Insurance Implements Platform

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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