Customer portal / extranet on top of your system

The problem

"Can you send me my policy?" — "Where does my file stand?" — "Can you reissue an invoice?" These calls and e-mails occupy your teams every day, even though the information already exists in your system. Meanwhile, your customers wait for an answer they could have found in 10 seconds.

Our approach: open up without breaking anything

1. On top of what exists: the portal connects to your current system (ERP, business application, database) via API or a dedicated access layer — without rewriting it.
2. The right scope: document access, file status, invoices, contracts, support tickets, self-service requests. Start simple, enrich with usage.
3. Security by design: modern authentication (MFA possible), strict data segregation per customer, access logging.
4. In your image: the portal carries your visual identity, not ours.

Proof by example: First-Broker Web

With First-Broker Web, the customers of insurance brokers view policies, premiums and claims in real time, online, on desktop and tablet. The result: fewer calls, more transparency, and a strengthened customer relationship. This is exactly the model we can adapt to your business.

What you gain

• Fewer routine calls and e-mails: your teams focus on value
• Self-sufficient, informed customers 24/7
• A modern image: self-service has become an expected standard
• New possible services: online requests, electronic signature, notifications

Who is it for?

Brokers, fiduciaries, service providers, manufacturers with an installed customer base, public bodies — any organization whose customers are asking for direct access to their information. Let's discuss the minimal useful scope: a first portal can be online sooner than you think.