2026-05-12
Carriers, MGAs, and TPAs face rising service volume from policyholders who expect instant access to their coverage information — and who do not want to wait on hold or email their agent to get a certificate of insurance they need today.
Mercury supports a self-service policyholder portal so your insureds can access their policy details, submit claims, check claim status, and generate on-demand COI certificates — without requiring staff intervention for routine requests.
For insurance operations teams, self-service is less about cost savings and more about redirecting skilled staff toward complex work. When a policyholder can pull their own COI at 9 PM, your service team handles escalations, complex coverage questions, and relationship management instead.
Key capabilities carriers and MGAs typically configure in a self-service portal include:
For MGAs and TPAs managing multiple carrier relationships, a centralized portal also reduces the overhead of routing routine requests through different carrier portals or service desks.
If you are evaluating how to modernize insured self-service as part of your policy and claims environment, Quick Silver Systems can help you scope the right approach with Mercury.