Document chase

Save time.
Increase performance.

Digitising a document chase process improves insurance company’s customer onboarding process, improving speed and simplicity and sales.

Benefits of automating document chase

Increase productivity and services
Enhances Business Processes
Reduces cost-to-serve
Make agents more efficient

Automate document chase.

Outstanding notifications.

Every Insurance Broker has the task of chasing overdue documents from clients. This ranges from current drivers licences to NCT Certificates and everything in between.

Easy to use and customise.

Email and SMS campaigns are sent at different time intervals outlining which documents are outstanding and what the client needs to do.

Reduce cost-to-serve.

Fully automate and digitise your document chase process freeing your sales agent to concentrate on new business.

Ensure you are compliant.

Our solution allows for two different types of sending; customer copy and bcc for the Broker's records.  Our BCC functionality will send a copy back to the Broker giving a full view of the correspondences.

Management System Integration.

All BCC emails can to be sent back into your management system so the customer information and type of correspondence is recorded against each policy.

Don't get left behind

Increase new customer acquisition, reduce renewal rates and improve your customer experience.

Book a Demo
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