Forrester, one of the most influential research and advisory firms in the world, identifies RGI’s PASS_Portal as a Leader in "The Forrester Wave™: Insurance Agency Portals, Q3 2020"
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RGI and its PASS_Portal solution have been recognized as a Leader

The Forrester Wave™:
Insurance Agency
Portals, Q3 2020

The nine providers that matter most and
how they stack up
The report analyzes 9 providers to guide buyers in their purchasing options and help select the right solution in the technology marketplace according to their needs

For an elevated customer experience (cX), the most important trends that a digital insurance software vendor has to fulfill to enhance front-end capabilities are:

  • portal solutions that synchronize engagement across touchpoints
  • leverage AI to improve the customer and agent journey
  • enable fast application development
So digital Insurers should scout out solutions that
Digitize the policy
lifecycle
Provide a 360-degree
view of customers
Deploy AI to enhance
agent capabilities

According to the report

A key strength for the solution is its business rules engine and integrations, which can provide agents with product and services recommendations based on customers’ past behaviors and other factors. With this capability and in conjunction with a future-needs assessment, insurers and agents can explore opportunities to cross-sell and upsell other products and solutions to their customers. [...]
PASS_Portal is a good fit for EMEA-based insurers looking for solutions that allow them to drive sales with automated recommendations.
Forrester