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Streamline your agent and customer onboarding.

Life and Property & Casualty insurance firms are in a competitive market in which providing a superior customer experience is critical to success.

Traditional processes managing the on-boarding materials new agents and policy holders are slow, error-prone and cumbersome. It’s time to try a different way.

Policy Documents

How Messagepoint can help increase your agility and accuracy


Accelerate time to deliver.

Take IT out of the onboarding equation and equip business teams with the hands-on control over content and materials to quickly onboard new agents and policyholders.


Increase accuracy.

Intelligent content  and template sharing not only streamline change management and authoring, but more importantly help to ensure consistency and accuracy of materials and packages.


Engage your business stakeholders.

Involve your business stakeholders earlier in the review and approval process by letting them make and review changes through an intuitive, self-service interface.


Advanced personalization and segmentation.

Provide deep personalization and customization based on how you want to segment your policy holders, without the normal high overhead and complexity.


Reduce the cost of doing business.

By leveraging non-technical resources for content management you not only speed time to market, but you also reduce costs. Increased accuracy means you won’t have to send materials twice and more agile operations can eliminate expensive priority shipping costs.

eBook - 3 Hurdles Affecting Your Claims CX Journey—and How to Overcome Them

Learn how to ensure your claims communications are consistent, timely, and highly personalized in order to differentiate your insurance organization in today’s competitive marketplace.

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Featured resources

Aspire Leaderboard 2022

2022 Aspire CCM Leaderboard

Messagepoint Recognized as a Leader in the 2022 Aspire CCM-CXM Technology Vendors Leaderboard for the fifth consecutive year.…

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eBooks & Whitepapers

Mortgage Servicing Guide – Modernize Mortgage Servicing Communications

For most mortgage servicers, the processes associated with creating and updating borrower communications are slow, cumbersome, costly, and…

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Messagepoint is named a leader in the 2022 IDC MarketScape for CCM

The 2022 IDC MarketScape for CCM positions Messagepoint as a Leader in strategy and capabilities. “Enterprise or midmarket…

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