Branded policyholder portal
Let customers submit requests, browse coverage FAQs, and track ticket status online.
For insurers & MGAs
Helpdesk software for insurance support teams Claims and policy questions, resolved.
Manage policyholder inquiries, claims status updates, and agent support in one platform — with SLA tiers, automations, branded portals, and audit-ready ticket history.
SLA policies by line of business
Set response targets for claims, billing, and underwriting inquiries with escalations.
Automation and macros
Route tickets by policy type, region, or partner and reply faster with canned responses.
AI deflection for common questions
Deflect coverage, billing, and claims-status FAQs on portal and chat before they become tickets.
Enterprise SSO & audit logs
SAML/OIDC for staff with permissions and exportable history for compliance reviews.
CRM integrations
Surface HubSpot or Salesforce context in the ticket sidebar on Enterprise or with Integrations add-on.
Frequently asked questions
- Can we separate claims and policy servicing queues?
- Yes. Use teams, type queues, and automation rules to route inquiries by line of business.
- Does helpefi integrate with our policy admin system?
- Use webhooks and REST API to link tickets to policy records. CRM integrations add customer context in the sidebar.
- How fast can an insurance team go live?
- Most teams connect email and publish a policyholder portal within two weeks of trial.
Support policyholders with confidence
Start a free trial, connect your channels, and set SLAs before renewal season.
Start free trial