MyService: Simplify Insurance Servicing Without the Manual Work

Great insurance service doesn’t end when the policy is sold—it’s what keeps customers loyal. Yet many post-sale experiences fall short.

According to the data:

• 30% of insurance customers say they’re not satisfied with digital servicing
• Only 20% prefer using digital channels to interact with their insurer.

Too many digital experiences break down after the policy is issued. Tasks like billing questions, beneficiary management, service requests, coverage changes, or document access often require too much effort. Clunky portals and overwhelmed support teams only add frustration. Managing a policy shouldn’t feel harder than buying one.

When servicing is slow or confusing, satisfaction drops—and so does retention.

That’s why we built MyService. 

What Is MyService?

MyService is the digital servicing layer for your core systems. It connects to your existing infrastructure, surfaces the right data, and makes it actionable for customers, agents, and internal teams.

Powered by the ManageMy platform, MyService lets carriers launch branded portals and mobile apps, configure workflows, automate communications, and personalize interactions across every touchpoint.

It puts policyholders in control over post-issue actions, keeps agents aligned in real-time, and reduces the manual work slowing down internal teams.

All to help you service, satisfy, and retain customers—more efficiently than ever.

What Can You Do with MyService?

Carriers use MyService to reduce servicing costs, support growth, and give customers more flexibility.

Here’s what it enables:

• Let policyholders self-serve tasks like updating contact info or changing payment methods. No emails or phone calls.
• Route service actions through approval flows based on product type, region, or risk profile.
• Automate communications such as billing notices, renewal reminders, and document alerts via email, SMS, or in-app messages.
• Give agents and CSRs a role-specific view of policies and customers without switching systems.
• Identify revenue generation opportunities during key events like extensions, conversions, and renewals.

Every action takes place in a branded experience. Every step is trackable, configurable, and easy to improve.

For Life Carriers
Simplify servicing tasks across long-duration products. Policyholders can manage beneficiaries, access and upload documents, update payment methods, or request policy changes. Lapses and renewals can be handled digitally, driving higher levels of persistency, reducing churn and improving satisfaction.

For P&C Carriers
Make everyday tasks easy and efficient. Customers can file endorsements, renew policies online, upload required documentation, or set up autopay. You control what’s allowed by product or policy type—and agents get a clear view of the full customer relationship.

For Fraternal Organizations
Support members and events through a unified service experience. Members can access personalized servicing tools, view statements, or verify eligibility through white-labeled portals. MyService also supports event management, where you can templatize outreach, automate communications, and track reporting.

Control Servicing in XPerience Studio

Every MyService experience is powered and configured through XPerience Studio, the no-code engine behind the ManageMy platform.

This is where your team:

• Connects to systems like policy admin, documentation, and billing.
• Builds and launches self-service workflows for customers and agents.
• Sets rules for servicing logic, approvals, and role-based access.
• Manages communications like alerts, renewals, or billing notices.

You don’t need to wait on IT tickets or dev teams. You set the rules. You control the workflows. And you update everything in real time.

Make Servicing Effortless. For You & Your Users.

Every post-issue touchpoint is a moment to retain a customer—or risk losing one.

When carriers make servicing easy, policyholders stay longer, agents work smarter, and support teams can do more with less.

With MyService, you deliver faster experiences, fewer errors, and consistent service—across every product line, portal, and channel.

Let’s talk about how MyService can simplify your servicing.