A leading friendly society, providing financial products to its members
The Challenge:
- Members relying on phone and email for account access
- Need for self-service capabilities
- Manual processes for membership changes and information requests
Our Solution:
Developed a secure, scalable portal using the Peardrop application framework to give members access to their plan information, transaction history, member benefits, and self-service tools for updating personal details.
Previously, members relied on phone and email for account information and changes.
Key Features and Benefits:
- Plan information and transaction history access
- Court information and plan maturity dates
- Immediate access to member information
- Self-service capabilities reducing manual workload
- Future phases will extend to existing members
- Planned features include in-portal messaging, claims management, and payment self-service
