OneStop Portals for Insurance Firms in the Digital Age

Sponsored by: Moxtra

Focused on:

  • Insurance
  • Digital Portal
  • Customer Service

Date: 20 January


Time: 2pm GMT/3pm CET

OneStop Strategy for the Digital Age

Insurance firms play a vital role in helping people prevent loss and recover from catastrophe. With their core mission being to deliver peace of mind to their clients, firms must do everything they can to accommodate client demands. This means providing an accessible, dependable, and deeply personalized client experience. Implementing the right digital strategy by bringing everything together in one readily accessible platform is crucial to those goals.

Given how important insurance is to clients, customers expect full visibility into their policies and accessible engagement with representatives. That means being able to interact through a wide range of private digital channels promptly and reliably. Operating solely through phone and email are no longer nearly enough.

In this webinar, we will discuss how today’s insurance firms must prioritize omnichannel experiences to accommodate the rapidly diversifying range of demands. This now applies throughout every stage of the buyer journey and to every interaction between the client and the firm thereafter. Client satisfaction depends on having a connected and accessible digital presence across all the channels they use. Insurance firms should establish secure and private digital channels that provide instantly accessible OneStop experiences to all their clients for persistent relationships.

Presented by

Nikhita Iyar,

Head of Strategic Business Development

Nikhita Iyar leads the Strategic Business Development team at Moxtra. Moxtra’s Customer Collaboration Platform powers your OneStop Digital Channel, in every customer's pocket. Your Moxtra-powered private digital channel provides a one-stop experience for your customers to reach into your organization and get premier service, anytime anywhere. Moxtra enables organizations to manage continuous connections with clients and teams through their own one-stop portal experience, under their brand, making it easy and convenient for customers to do business with the organization in one-stop. Nikhita works with businesses across verticals to help organizations deliver a premier service experience to their customers through their own private digital channels. Being a key team member at Moxtra, Nikhita has helped the company grow its business over the course of Moxtra’s journey in a number of different industries including financial services, lending, insurance, and more. Nikhita has worked closely with several of the world's leading financial institutions, such as MUFG and Van Lanschot, to help them power their digital strategy for customer engagement with their own one-stop digital channel.

Key Learning Objectives

  • Learn how to leverage private digital channels that allow an immersive engagement between customers and brokers and deliver a OneStop experience
  • Reimagine the insurance customer journey and provide a virtual branch of business for convenient and continuous engagement from anywhere
  • Deploy a branded portal where organizations can manage their distributed team while maintaining persistent relationships with customers in one accessible digital hub


  • Insurance Executives
  • Business Development
  • Innovation Managers
  • Insurance Companies Wealth Management
  • C-Suite Individuals