




The ManageMy XPerience
-
Quick stand-up
-
Easy integrations
-
Customizable workflows
Simplify New Business
Accelerate growth and reduce friction with centralized, secure access—powered by single sign-on (SSO) and core system integrations—while streamlining workflows, automating communications, and tracking status easily in the account center.
|
|
Boost Agent Success
Give agents a modern, intuitive experience with instant access to sales tools, pre-approved content, and real-time case updates—all from one centralized portal.
|
|
|
|
Improve Buying Journey
Reduce NIGOs & delays with guided digital applications, seamless integrations to existing core systems, and underwriting tools—ensuring clean submissions and faster processing.
|
|
Drive Insightful Growth
Leverage behavioral insights and CRM integrations to personalize outreach, prioritize high-potential leads, and optimize sales campaigns across channels.
|

Dynamic Buying Journey
Implement Without Overhaul
Simplify Policy Servicing
Enable policyholders to self-serve common tasks like address changes, payment updates, and beneficiary changes—anytime, on any device.
|
|
Grow Agent-Customer Trust
Give agents full visibility into client service activity and status, reducing back-and-forth and empowering proactive, informed support.
|
|
|
|
Unify Channels
Deliver consistent, compliant messaging across channels—email, text, portal, and agent—so policyholders always know what’s happening with their policy.
|
|
Enhance Agility
Digitize forms, automate service workflows, and reduce call volumes with intelligent routing and real-time service status tracking in a centralized portal.
|

Easily adjust payments & billing, grace periods, and policy statuses. Apply regulatory updates across states and jurisdictions as required immediately.
Improved Customer Relationships
Integrate seamlessly with your core systems, policy admin, and service platforms—powering real-time data sync, automated workflows, and a unified experience without disrupting existing infrastructure.
Simplify Claims Process
Offer a digital-first, transparent claims journey with guided intake, real-time status updates, and self-service document uploads.
|
|
Support Agents
Keep agents informed with shared visibility into claims progress so they can support policyholders confidently when it matters most.
|
|
|
|
Increase Operational Agility
Reduce cycle times and drive operational efficiencies by automating routine workflows, integrating with existing claims systems, and routing tasks intelligently.
|
|
Build Trust & Retention
Minimize confusion and maximize peace of mind with proactive updates and personalized messaging throughout the claims process directly to the policyholder.
|

Configure question sets, routing logic, and processing rules. Adjust approval thresholds, rules, and integration parameters with third-party providers.
Faster Settlement
Reduce time and additional agent support needed for all claims workflows.
Seamlessly integrate with your existing claims systems, payment platforms, and document repositories—enabling real-time updates, automated task routing, and a simplified claims experience without disrupting current processes.
We're thrilled to partner with ManageMy to enhance our document delivery processes and improve our overall customer experience. By leveraging their innovative platform, we're not only meeting the evolving needs of our policyholders but also driving significant cost savings for our organization."
With ManageMy, we launched a new customer portal with a mobile-first FNOL experience that’s easy to use and quick to configure. Our policyholders can now report a claim from any device. It’s streamlined, flexible, and has helped us strengthen digital engagement across the board."
Our goal was to improve the experience not only for our members and agents but also for our home office teams who serve them. ManageMy stood out for their partnership mindset and hands-on operational support. They’ve helped us streamline operations and increase membership satisfaction.”
Our Partners

/Twilio_Gray.png?width=215&height=46&name=Twilio_Gray.png)
/Splice_Gray.png?width=215&height=46&name=Splice_Gray.png)
/ONE%20Inc_Gray.png?width=215&height=46&name=ONE%20Inc_Gray.png)
/mib_Gray.png?width=215&height=46&name=mib_Gray.png)
/e2value_Gray.png?width=215&height=46&name=e2value_Gray.png)
/AWS_Gray.png?width=215&height=46&name=AWS_Gray.png)


Your Data, Our Priority

