Integral to upholding a vibrant customer relationship is giving your customer every opportunity to better understand and participate in their own insurance and investment plans. In addition, this opportunity needs to be supported with the right sales process and comprehensive agent knowledge.

Thanks to a number of portals and mobile apps to ease up your customers’ access and support your sales process, you can simplify your workflow and create greater customer satisfaction.

Customer Access

ESKA Life supports a customer portal and mobile app, enabling your customers to fully appreciate the daily benefits of life insurance and investment.

Customer Portal: The customer portal extends self-service capabilities to your customers, enabling them to stay informed about everything ranging from their policy details to their investments’ performances, claims processes, and payment details.

Customer App: The native customer portal mobile app brings an accelerated ESKA Life Customer Portal to your clients’ smartphones, enabling them to explore and review their policies’ details and premium statuses on the go.

Communicate the benefits of life insurance

Communicate policy details and benefits to your customers with the customer portal.
Accelerate the customer portal’s mobile experience through the ESKA Life mobile app.

Sales Tools and Access

ESKA Life supports your sales professionals directly with a toolkit of functions and features to help them better identify and connect with customers.

Agent Portal: To optimize the way external sales professionals interact with your insurance operation, ESKA Life provides an Agent Portal that enables them to issue policies and alterations using straight-through processing (STP).

Life Illustrator Tool & Mobile App: Pairing ESKA Life’s policy builders with ESKADENIA’s Illustrator tool and native mobile app, you can bring the policy creation process to life on your sales professionals’ desktops and smartphones. At the heart of the Illustrator lies a powerful calculation engine and STP methodology, which enables sales professionals to quickly provide pricing quotes for various customizations of an insurance policy before finalizing and issuing a product for the customer.

Equip your sales team to succeed

Invigorate and accelerate customer engagement with the Life Illustrator tool and mobile app.
Connect your sales professionals with key tasks using the agent portal.

Smart Access