Onboarding is a win-win for customers and brokers

With automated onboarding, Brokers can build a trusting relationship with customers right from the beginning which helps reduce churn and increase multi-policy sales.

Benefits of onboarding

Reduce manual processes
Improve staff efficiency
Increase client loyalty and retention
Lower operational costs to onboard
Opportunity to upsell and cross sell

Onboarding that works for brokers

Fully automate your onboarding process.

Build workflows with our journey builder to save time and reduce manual efforts and costs. Let out platform do the hard work with pre-populated campaigns.

Automate document chase communications.

Integrate with your management system allowing our platform to automate all digital communications for outstanding documents.

Document Chase

Communicate critical policy information.

Inform and arm your customers with all the relevant policy information and emergency contacts they may need for future reference.

Improve your retention rates. Keep Compliant.

Acquiring a new customer in insurance can cost five times more than retaining an existing one. Automate your onboarding for consistency and continuous compliance.

Customer-centric campaigns.

Leverage your data to create personalised onboarding campaigns enhancing the overall customer experience. Let us customise your campaigns with a professional design.

"We have recently started to use Circulator for our own internal staff communications. The analytics and reporting dashboard gives us great insights not only for our customers but also for our staff engagement. The application allows us to quickly and easily turnaround staff communications"

Brian Butterly
Head of Sales & Operations

Don't get left behind

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

Book a Demo
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