CUSTOMER ONBOARDING

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.

Smartphone screen displaying Liberty Insurance confirmation message with policy details and a couple smiling in the header image.

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

AUTOMATE YOUR WAY

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.

Flowchart titled 'Policy + Cover' with four connected 'Policy Documents' boxes, marked with green check and red cross icons indicating approval or rejection.

Progress bar with three stages labeled Initial Review, Compliance Check, and Completed, with Initial Review highlighted; below is a red warning banner stating Outstanding Documents with four blue icons showing white X marks.

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.

Clipboard showing a list titled Emergency Contact with four entries, each with a colored icon and lines representing text.

Hand holding a horseshoe magnet attracting three people icons with surrounding colorful circles.

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.

Four overlapping chat message bubbles with user icons and check marks, representing verified or sent messages.

Laptop screen displaying a Gmail inbox with an email from First Ireland about travel insurance, featuring a blue suitcase with a hat and glasses, and a red 'Get a Quote' button.

"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