The No-Code Insurance Platform That Works with Your Core
Modern insurance customers and agents expect more than fragmented service and outdated portals. They want fast, intuitive, and self-directed experiences. But for many carriers, delivering those experiences remains difficult.
Why? Legacy systems, IT bottlenecks, and rigid front-end tools slow things down. Even small updates can stall in long development queues or across disconnected systems. To meet rising expectations, carriers need flexible tools that work with what they already have.
Enter MyPlatform, the digital platform built for modern insurance. It works with your core systems to orchestrate data, configure workflows, and launch personalized journeys across the policy lifecycle. And powered by XPerience Studio, it delivers solutions like MySales, MyService, and MyClaims, to give you the flexibility and control you need, without writing code.
Let’s see how it works.
XPerience Studio: Configure Workflows Without Code
Behind every digital journey in MyPlatform is XPerience Studio—the no-code command center for configuring, designing, and launching modern insurance workflows. This powerful tool puts the user in control of the experiences they want to deliver.
It’s where carriers go to:
- Connect to existing core systems without replacing them
- Design and launch workflows tailored to their business
- Configure underwriting and claims rules without code
- Deliver white-labeled portals
- Enable agents to better sell, service, and support
And that’s what powers the MySales, MyService, and MyClaims solutions. Each module is built on the same configurable foundation, so you can increase sales, lower operational costs, and improve customer satisfaction without relying on custom development.
MySales: Sell Faster. Launch Smarter.
Even the best insurance products are hard to sell without a smooth, guided experience. MySales helps carriers launch quote and apply workflows that are personalized, branded, and fast.
With MySales, you can:
- Launch quote flows for any product—from a term life journey with health questions to a small commercial quote with dynamic coverage.
- Control visibility by geography, channel, or segment (e.g., show a home product only in select ZIP codes).
- Auto-route leads based on logic like region, license, or product type.
- Connect to CRMs and rating engines via API for eligibility lookups and data pre-fill.
- Spin up branded portals for agents or partners, like a custom flow for a regional distributor.
Bottom line: reduce drop-off and shorten time to bind so you can sell faster and smarter.
MyService: Empower Policyholders. Reduce Manual Work.
Policy servicing should be simple. MyService lets customers manage key tasks on their own, while helping agents and reps stay focused on what matters.
With MyService, you can:
- Enable self-service for address changes, beneficiary updates, and payment changes.
- Automate alerts for renewals, billing notices, and confirmations.
- Give users a secure, centralized view of their documents.
- Equip agents with portals tailored by region or product line.
- Use rules to restrict changes by policy type or status.
The result: faster service, fewer errors, and happier customers.
MyClaims: Simplify Intake. Speed Up Resolution.
Claims shouldn't begin with confusion. MyClaims gives carriers the tools to create guided FNOL workflows—customized by product type and powered by automation.
With MyClaims, you can:
- Create tailored intake flows for auto, life, or home—each with its own steps and logic.
- Capture documents with dynamic prompts (e.g., driver’s license for auto, death certificate for life).
- Trigger real-time notifications to customers and internal teams.
- Route claims by severity or location (e.g., send Florida CAT claims to a specialty desk).
- Adjust logic dynamically based on inputs or urgency.
The outcome: customers stay informed, and your team stays focused on resolving, not chasing paperwork.
Simplify Insurance Without Starting Over
ManageMy gives you the tools to modernize insurance while keeping your existing core systems in place. From quoting to claims, you can launch and manage digital journeys faster and all configured through XPerience Studio.
MyPlatform was built to make insurance easier for you, your agents, and your customers—with the flexibility to scale as your needs evolve.
Ready to see it in action? Let’s chat.