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Lending | 3 min read

SWBC Payment Protection Group Unveils Enhanced Borrower Portal to Simplify and Speed Up Digital Claim Submission

At SWBC Payment Protection Group, we’re always looking for ways to make life easier for financial institutions and their borrowers. Today, we’re excited to share a major step forward in that mission: the launch of our enhanced borrower portal—an intuitive digital solution designed to significantly streamline the payment protection claims process.

This upgraded experience empowers borrowers to submit their claims entirely online, upload required documents, access forms in English or Spanish, and benefit from faster processing times. For lenders, it’s an opportunity to offer a modern self-service tool that boosts efficiency and strengthens customer relationships


A Faster, More Accessible Way to File Claims

The enhanced borrower portal gives payment protection customers a simple, guided online pathway to submit claims from any device. Instead of relying on paper forms or in-branch visits, borrowers can now complete everything digitally—saving time and reducing friction.

But one of the most important upgrades is expanded accessibility.

New Spanish-Language Claim Forms

To better serve the growing number of Spanish-speaking borrowers nationwide, the portal now includes fully fillable Spanish-language claim forms that support e-signatures. This ensures users can navigate the process confidently in the language they prefer.

“These enhancements reflect our ongoing commitment to innovation and customer service,” shared Joan Cleveland, President and CEO of SWBC Life Insurance Company and Executive Vice President of SWBC Property and Casualty Insurance Company. “By expanding language support and improving accessibility, we’re ensuring that every financial institution has the tools they need so they and their borrowers can manage their claims confidently.”

 


What Borrowers and Lenders Can Expect

Here are some of the most impactful features included in the updated portal:

Spanish-Language Support

Spanish claim forms are now available online, fully fillable, and compatible with e‑signature technology—making the process more inclusive and borrower-friendly.

A Complete Self-Service Submission Experience

Borrowers can complete claim forms, upload supporting documents, and submit everything electronically. This reduces turnaround time and accelerates review and resolution.

“Offering Spanish-language claim forms is a critical step in making the process more seamless and inclusive,” added Melissa Piehl, Director of Payment Protection Claims. “These resources enable our team to review and resolve claims more efficiently, benefiting both borrowers and our financial partners.”


Designed to Strengthen Lender–Borrower Relationships

By providing lenders with a convenient, digital, self-service solution, the borrower portal does more than streamline claims—it enhances trust and satisfaction at moments when customers need support the most.

Lenders can offer the portal as part of their borrower experience, helping their communities navigate difficult transitions with greater ease, accessibility, and clarity.


Learn More

Financial institutions and their borrowers can explore the enhanced portal and Spanish-language resources at swbc.com/payment-protection or contact an SWBC Regional Vice President for additional details.


About SWBC

SWBC is a diversified financial services company serving individuals, businesses, and financial institutions with comprehensive solutions including insurance, mortgages, wealth management, and employee benefits. Headquartered in San Antonio, Texas, SWBC operates nationwide and internationally. No matter how broad our reach becomes, our focus remains constant—listening to customers' needs and delivering tailored solutions with integrity and innovation.

Related Categories

Lending

Joan Cleveland, CLU, ChFC, REBC

Joan Cleveland, CLU, ChFC, REBC is President and CEO of SWBC Life Insurance Company and SWBC Property and Casualty Insurance Company, with more than 35 years of experience in the life insurance industry. She holds her Agent license for Life and Accident & Health Insurance, along with multiple FINRA securities licenses. Joan is a frequent industry speaker and media spokesperson. She is a member of the Board of Directors of the Consumer Credit Insurance Association, Board Chair of the Life Insurers Council and an active member of the Texas Association of Life and Health Insurers.

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