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When users log on to the private site, they should be presented with a plethora of account information ready for viewing and modification. In addition, clients should be able to update personal information in their profile section. In this Property & Casualty Insurance Monitor Report, we evaluate the types of personal information available on the private site, especially on the homepage.
Specifically, we evaluated the firms by the following criteria:
Fortunately, most firms do a good job of displaying key client information on the homepage. All but two firms in this report display policy numbers directly on the homepage, while 77% of firms include the policy type, 62% display payment information and 54% provide the policy period dates.
We were less impressed by the amount of policy information on the private site. Only 46% of firms allow users to modify their coverage amounts associated with their policy, while four firms do not even display clients’ current coverages. In addition, only five firms in this report allow clients to update information on the policy’s car or home. On a positive note, 62% of firms show clients the discounts their policy is currently eligible to receive.
Finally, all but two firms offer a Profile section of the site, and most firms offer a good amount of options here. All firms, even those without a dedicated Profile section, allow clients to edit their email address and change their password, while all firms except one allow clients to manage their eDelivery notifications. In addition, all firms except three allow users to update security questions. Only one firm offers a community profile for users to update when posting on the site, and another firm offers the unique ability for users to change their preferred language for future communications.
Additional key findings include: