MyService

Lower Cost to Serve

Lower

Cost-to-Serve

Reduce manual work and repetitive service requests with automated workflows.

Support Growth Icon

Support

Growth

Enable upsell, cross-sell, and retention with intelligent, personalized post-sale journeys.

Improve Customer Satisfaction

Improve Customer Satisfaction

Give policyholders a simple & easy way to manage their policies—on their terms.

Let policyholders view documents, manage policies, and complete tasks anytime, on any device
Branded to your business, built for intuitive navigation
Support customers, agents, and CSRs with role-based access

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Adapt digital servicing flows to support life, annuity, and P&C products—without rigid templates
Personalize actions & permissions based on user type, policy status, or distribution channel
Surface upsell and retention opportunities during moments that matter, like renewals or billing events
Support both customer-driven and agent/CSR-assisted service with unified workflows
Scale service operations with automation that reduces manual effort and improves compliance tracking

Empower your core. No rebuilds required.

MyService connects to your servicing ecosystem—so you can digitize operations without disrupting what already works.

API and webhook-ready for real-time data sync
No-code data mapping and transformation
Compatible with legacy and modern systems
Integrates with billing systems, policy admin systems, and document repositories to support end-to-end service workflows
Configure roles, permissions, workflows, and triggered communications directly in XPerience Studio