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MyPolicyView

MyPolicyView is a white-labeled policyholder self-service portal that lets customers view policy information, complete common service transactions, and manage requests online under the carrier's own brand. Policyholders can see policy details, values, and status, then start and track service requests without calling in. Advisor-assisted digital authorization keeps the advisor in the loop where a transaction requires it, and requests carry through to processing rather than stopping at a form. The experience meets WCAG 2.2 AA accessibility standards by default.

Key Benefits

Give policyholders a clear view of what they own

Policy details, values, and current status are available whenever the policyholder wants them. Answering the routine questions online removes a large share of the calls that otherwise reach the service center for information a customer could see themselves.

Complete service transactions, not just view data

Policyholders can start common service transactions and track requests through to resolution. A portal that only displays information sends the work back into paper and phone calls, so MyPolicyView is built to carry the request forward.

Authorize digitally with the advisor involved

Advisor-assisted digital authorization lets a request move from initiation to client approval and back into processing without printed forms. The result is a faster path for the customer and a clean record of the authorization for the carrier.

Present the carrier's brand and meet accessibility standards

The portal is white-labeled, so the servicing experience reads as the carrier's own. It is built to WCAG 2.2 AA accessibility standards by default, which supports both the customer commitment and the accessibility obligations carriers are held to.

What Makes It Different

Transactions, not a static statement view: Common service transactions and request tracking are part of the portal, so a customer request can be completed online instead of restarting as a phone call or a paper form.
Digital authorization with the advisor in the loop: Advisor-assisted authorization handles the requests that need a second party, keeping the case moving digitally while preserving the evidence of who approved what.
Genuinely white-labeled: The experience carries the carrier's brand rather than a vendor's, so policyholder self-service reinforces the carrier relationship instead of interrupting it.
Accessible by default: WCAG 2.2 AA conformance is built in rather than retrofitted, which matters when a self-service channel is expected to serve an entire in-force book.

Get Started with MyPolicyView

Give your policyholders a servicing experience that answers their questions and completes their requests. Contact our team to schedule a demonstration and learn how MyPolicyView can modernize self-service across your in-force book.

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