







The ManageMy XPerience
- Quick stand-up
- Easy integrations
- Flexible workflows
Accelerate Quote-to-Bind
Shorten the sales cycle with digital tools that automate intake, validation, and risk decision-making—no paperwork, no delays.
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Sell More - Faster
Equip brokers and agents with modern portals & guided workflows to sell faster and more confidently.
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Improve Submission Quality
Reduce rework & quote abandonment with appetite rules, eligibility checks, and data prefill, all built into the process.
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Increase Retention
Deliver mobile-ready sales experiences that turn more quotes into policies and keep customers coming back.
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Control How You Quote & Bind
Create & launch guided quote-to-bind workflows across agent, DTC, and partner channels.
Configure Product Rules & Eligibility
Set pricing logic, risk filters, and product availability by geography, channel, or customer type.
Launch Portals to Match How You Sell
Your brand for every audience—with dynamic journeys reflecting your products, regions, and sales approach.
Lower Operational Costs
Trigger automated messages for renewals, payments, and servicing events—reducing lapses and keeping customers informed.
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Simplify Every Interaction
Give users one place to view policy details, make changes, and access documents—without calling support or waiting on email responses.
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Drive Retention
Reduce rework & quote abandonment with appetite rules, eligibility checks, and data prefill, all built into the process.
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Track & Improve Performance
Use built-in reporting to monitor service activity, close process gaps faster, and identify where workflows or communications need adjustment.
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Automate High-Volume Service Requests
Launch configured workflows for endorsements, billing updates, and other routine P&C transactions.
Apply Business Rules to Stay Compliant
Set servicing logic by product, region, or user role to support compliance, reduce variation, and scale efficiently.
Offload Your Teams with Modern Portals
Branded to match your business, with 24/7 access to documents, account info, and servicing tools.
Faster, Intuitive Claims Journeys
Let customers or agents report a claim anytime, from any device, with guided digital workflows that connect directly to your core systems.
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Route & Assign Efficiently
Use configurable rules to automatically direct claims to the right team based on type, severity, or priority.
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Increase Transparency
Send automated updates at key stages to keep policyholders & agents informed without relying on manual outreach or unnecessary follow-up.
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Reduce Time to Settle
Enable customers & agents to track progress from start to finish, and resolve and settle claims quickly.
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Digitize FNOL & Intake
Configure and launch mobile-first claims intake for personal and commercial lines of business.
Apply Routing Logic to Speed Resolution
Set rules to triage claims by type, region, or severity.
Trigger Real-Time Claim Updates
Use event-based triggers to automate communications, status updates, and next steps across agent and policyholder journeys.
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."
ManageMy is a quality insurance technology company with subject matter experts that can enhance any insurance companies’ customer experience to increase both efficiencies as well as impact their bottom line.
Our Partners

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Your Data, Our Priority

