Transforming insurance payments with Unifiedpost: empowering brokers and policyholders.

The challenge

In the ever-evolving landscape of technology, Portima faced the challenge of keeping pace with the rapid advancements while delivering exceptional service to their clients. With a firm focus on improving efficiency and customer experience, they sought a solution that would revolutionize the way insurance payments are handled.

In the realm of insurance payments, companies bear the responsibility of dispatching payment discharges when policyholders directly pay insurance premiums to the insurance company. However, there exists a distinctive scenario involving approximately 600 insurance brokers, where clients make their premium payments to the broker, who subsequently transfers the funds to the insurance company.

In the context of these specific brokers, Portima was confronted with a crucial challenge. Their aim was to develop a solution that would empower the customers of these brokers to conveniently settle their payment discharges through electronic means. The urgency behind this initiative stemmed from extended delays in receiving payments from customers, coupled with a heightened risk of payment errors, potentially leading to significant consequences.

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The solution

Unifiedpost's ePayment module offers a seamless solution for insurance brokers who collect their discharges and aspire to simplify the lives of their customers. With this module, brokers have a powerful tool at their disposal to enhance the payment process and elevate customer satisfaction. They can choose from two convenient options.

• A QR code, strategically placed on due date notices, serves as a gateway to effortless online payments. When customers receive their notices, they can simply scan the QR code, and within a few clicks, their invoice is settled. This option enhances convenience and efficiency, making the payment process smoother than ever before.
• For brokers who communicate with their customers through email, the ePayment module offers an equally convenient option. Brokers can include a payment button directly within their email communications. This button serves as a direct link to the payment process, allowing customers to settle their invoices swiftly and securely without the need to navigate through multiple pages.

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Starting from the beginning of 2024, Portima is set to offer Unifiedpost's e-payment services within their broker-oriented solution. This collaboration has already begun, with a select group of brokers participating in a proof of concept phase. The intention is to swiftly expand and offer this cutting-edge solution to more brokers, accelerating its adoption across the industry.

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The benefits

• Efficiency: Insurance payments are now simpler and more efficient than ever before, reducing the administrative burden on brokers.
• Convenience: Clients enjoy a hassle-free payment experience with the convenience of QR codes and payment buttons, enhancing overall satisfaction.
• Innovation: Portima continues its legacy of innovation by embracing this forward-thinking solution, positioning itself as a leader in the industry.
• Customer satisfaction: Streamlined payment processes translate to improved customer satisfaction, strengthening broker-client relationships.

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“My customers now pay faster and easier with this new payment option from Brio and Unifiedpost Payments.” - Sébastien Van Ingelgem

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Conclusion

Portima's collaboration with Unifiedpost represents a significant step towards the future of insurance payments. By embracing QR codes and payment buttons, Portima not only enhances its own service but also empowers brokers to provide an efficient and convenient payment experience for their clients. This partnership reflects Portima's unwavering commitment to innovation and its dedication to improving the productivity and satisfaction of insurance brokers and companies across Belgium. Together, Portima and Unifiedpost are shaping the future of insurance payments, making it simpler, more efficient, and customer-centric.