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Personal Profile Manager

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ESKA Life lets you create a holistic personal profile for every person you cover across individual and group policies alike.

The personal profile manager integrates your customers’ information into every step of the insurance process, from the underwriting process to creating policies and processing claims. You can also access the personal profile manager directly to display a customer’s complete information on a single page.

By providing a customer database that follows you through every step of creating individual and group policies, ESKA Life helps you understand your clients and enhance your insurance processes accordingly.

  • Accelerate every customer-related task with individual policyholder profiles, containing information such as:
    • Contact information
    • Submitted applications and documentation
    • Claims & payment history
    • Comprehensive policy details
    • Underwriting and funding details
    • Sum assured
    • Income and profession
    • Named beneficiaries.
  • Update the blacklist to mitigate exposure to fraud and risk.
  • Conduct inquiries using the insured persons inquiry search tool.