Customer Portal Examples - Inspiration & Best Practices

A customer portal gives your clients 24/7 access to their data, documents, and services. By offering self-service functionality, you reduce the burden on your support team while increasing customer satisfaction. Well-designed customer portals combine ease of use with powerful functionality, enabling clients to manage their affairs independently. From viewing invoices to submitting support requests — below you will find examples of customer portals that make a real difference.

Insurance portal with claims handling

An insurer launched a customer portal where policyholders manage their insurance, submit claims with photo uploads, and track claim progress in real time. The portal integrates with the back-office system so status updates are automatically reflected. Since launch, phone-based claims have dropped by 60% while customer satisfaction has significantly increased.

• Digital claims submission with photo and document uploads
• Real-time claim status tracking connected to back-office
• Automatic notifications at every status change
• Secure authentication with national identity verification

B2B client dashboard for a logistics company

A logistics company built a B2B portal where business clients book shipments, view track-and-trace information, and download invoices. The portal offers personalised rates and volume discounts per client. Through direct integration with their TMS system, clients see real-time shipment locations including expected delivery times and handling status.

• Personalised rates and volume discounts per client
• Real-time track-and-trace via TMS integration
• Automated invoice management with PDF download
• Multiple users per business account with role management

Patient portal for a healthcare group

A healthcare group implemented a patient portal connected to their EHR system. Patients view their medical records, lab results, and medication overviews. Through the portal, they can request repeat prescriptions, schedule appointments, and securely message their care provider, all fully GDPR and HIPAA compliant for maximum data protection.

• GDPR and HIPAA-compliant data processing
• EHR integration via HL7 FHIR for medical records
• Secure messaging between patient and physician
• Online repeat prescriptions and appointment management

Energy provider customer portal

An energy provider built a my-account portal where customers monitor energy consumption, view monthly bills, and manage their contracts. By visualising smart meter data, customers gain insight into their usage patterns and receive personalised energy-saving tips. The portal processes hundreds of thousands of meter readings monthly and generates accurate consumption overviews automatically.

• Smart meter integration with real-time consumption data
• Personalised savings tips based on usage patterns
• Self-service contract management and address changes
• Automated monthly bill generation

Key takeaways

• Self-service portals reduce operational costs through fewer phone and email contacts.
• Real-time integration with back-office systems is crucial for up-to-date and reliable information.
• Security and privacy must be central, especially for sensitive data such as medical or financial records.
• An intuitive UX ensures customers actually use the portal instead of picking up the phone.

How MG Software can help

MG Software designs and builds customer portals that offer your clients a seamless digital experience. We integrate your existing systems, implement secure authentication, and ensure an intuitive user experience. Whether it's a simple document portal or a complex self-service platform with real-time data — we deliver tailor-made solutions that boost your customer satisfaction.