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Make everyday insurance tasks simple, fast, and fully digital.

Today’s insurance customers expect more than protection, they expect simplicity, speed, and full access to their policies.
RGI’s Customer Self-Service solution is designed to meet these needs, offering a digital space, available 24/7, where users can manage their insurance with ease and autonomy.

The platform is cloud-native, API-ready, and designed to integrate seamlessly with your existing systems. Integrated chatbot capabilities allow customers to ask questions, receive tailored suggestions, and complete tasks with greater confidence — from understanding coverage details to resolving doubts about claims.

By enhancing the customer experience and reducing pressure on service teams, the solution helps insurers lower costs without compromising quality.

Key Features for Policyholders

From policy reviews to claims and payments, RGI’s Customer Self-Service empowers insurance customers to handle key tasks any time, independently, quickly, securely, and without complexity.

View their insurance profile

Policyholders can access a personal dashboard that displays their policies, quotes, claims, payments, and personal data, all in one place.

Generate quotes and purchase independently

Customers can independently generate quotes and complete purchases online, with chatbot support offering real-time answers and personalized guidance.

Secure payments and manage renewals

From initial premium payments to renewals, customers can manage their payment schedule directly through the platform.

Manage your contracts

Upload documents, request policy changes, or update your contract easily

Open and monitor claims

Users can submit First Notice of Loss and track the progress of their claims, improving transparency and reducing service calls.

Manage personal data and privacy preferences

Stay in control of profile data and consent settings, with full GDPR compliance.

Key features for Insurers

What your teams can do with the Self-Service Dashboard

Manage customer requests in real time

View, update, and track incoming requests submitted through the customer portal — including claims, profile changes, and support tickets.

Support through impersonation

Agents and support staff can impersonate a user to provide faster assistance or verify steps directly from the customer’s view.

Manage user data with GDPR compliance

Delete user profiles or personal data upon request, in line with data protection regulations.

Configure self-service behaviour

Shape operations and user actions around your business model for a smarter, more efficient experience.

Improve customer retention

Automate renewals, suggest products, and deliver tailored offers based on user behavior — all through the self-service dashboard.

Benefits

Why insurers choose RGI’s customer self-service

Customer empowerment, by design

An intuitive customizable multidevice UI/UX that puts the customer in control, leading to higher satisfaction and reduced service volume.

Lower operational costs

With fewer manual requests and chatbot support for routine tasks, your team can focus on strategic, high-value interactions.

24/7 access to key services

Customers can manage their policies at any time — no waiting, no time zone limits.

Faster quote-to-policy conversion

Make it easy for users to go from quote to purchase, maximize user satisfaction and increase conversions.

Configurable to your processes

The system adapts to your organizational structure and customer access rules — including who can log in and what they can see.

Cloud-native and API-ready

Available in cloud deployment, the solution is built on a microservices architecture with full API support and adapters for different core systems

Frequently asked questions

It is a digital solution that empowers insurance customers to independently manage their policies, claims, payments, and personal data, anytime and from any device—reducing the need for direct support

Customers can:

  • View their insurance profile
  • Generate and purchase quotes
  • Make payments and manage renewals
  • Submit post-sale requests
  • Open and track claims
  • Manage personal data and privacy settings

Absolutely yes. The platform offers an intuitive and flexible UI/UX that can be tailored to match your brand and business rules.

By automating frequent customer interactions and minimizing the workload of service teams, the platform helps reduce support volume and shift resources to high-value activities.

Yes. The platform includes ready-to-use APIs and connectors that ensure seamless integration with existing policy administration, claims, or CRM systems.

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Explore all our offerings
  • Product Configuration

    The next generation cloud native product configurator & rating engine.

  • Customer Communications Management

    Automated document creation, distribution, and archiving.

  • Distribution Management

    Enhancing insurance distribution network with an user friendly front-end.

  • Customer Self-Service

    Customer management solution for policy handling and personalized service.

  • Analytics and Reporting

    Advanced data analysis tools to make informed, data-driven decisions

  • Bundled Insurance

    Deliver tailored products in one seamless flow

Discover our local excellence across Europe

Explore how RGI’s product suite powers digital insurance in Italy, France, and Germany with scalable, compliant, and innovative platforms.

PASS - The EMEA-proven Core Insurance Platform for P&C and Life

PASS is RGI Group’s enterprise-grade platform for insurers across EMEA  available in cloud, on-premise, or in hybrid environments. Supporting P&C, Life, and Claims, it handles the full policy lifecycle—from quotation to settlement—with embedded automation, omnichannel front-ends, and real-time analytics.
Built for scalability and compliance across Countries, brands and lines of business, PASS empowers insurers to launch new products faster, manage distribution efficiently, and deliver top-tier customer experiences.

KELIA - Full Lifecycle Platform for Life Insurance in French speaking Countries

Developed and distributed by Kapia-RGI, KELIA is the all-in-one platform for Savings, Retirements, Pensions, and Emprunteur products in France. With a low-code product configurator, intelligent automation, and seamless omnichannel integration, KELIA simplifies complexity and accelerates product delivery.
It’s designed for fast deployment in cloud, on-premise, or hybrid environments—fully localized to meet French regulatory needs and empower insurers with complete autonomy.

V’ger - The P&C and Life Core Suite for the DACH Region

V’ger is Novum-RGI’s modular suite designed for German-speaking markets. Supporting P&C, Life, and Claims, it offers powerful automation, native multi-language support, and fast product configuration—accelerating time-to-market while ensuring regulatory alignment.
V’ger is available on-premises or in the cloud (SaaS or PaaS), with all modules fully documented and ISO27001-compliant—ideal for insurers who demand performance, transparency, and long-term reliability.

Ready to see it in action?

Discover how RGI’s modular insurance platform can accelerate your digital transformation.