Communicate

Features that align all inbound and outbound messages and communications

Customer communication
Automatically generate and email letters to clients and providers
  • automatically match incoming documents with applications and claims
  • hold all original documents for future customer or agent retrieval
Maintain contacts list
Keep correspondence up to date with a centralised people register.
  • Easily make universal changes to contact details including address, email and phone numbers.
SmartDocuments
Generate and export documents from an easy to use interface
  • Generates documents, spreadsheets and PDFs directly in Word and Excel
  • Create a template library in Word and Excel which can be updated and deployed at any time
  • Reduce the risk of out of date templates being used
  • Enhance generated documents with drop in embedded code and variable data from any entities in the database
  • Access all the formatting options provided by Word and Excel, eliminating the need for additional training
AdaptiveHierarchy
Make live changes and test new ideas quickly
  • Run marketing campaigns on the fly, seamlessly white label, and simplify by converting many products to a single master product with different attributes.
  • Supports any combination of factors such as distribution channels, products, agencies, schemes, and campaigns, including:
  • Tailoring for corporate schemes, affinity groups and and distribution channels
  • Launch marketing campaigns quickly
  • Advanced product white labelling
  • A/B test new ideas

If you’re looking for an innovative platform that has been engineered to support business growth and agility in the insurance industry, we should talk.

If you’re looking for an innovative platform that has been engineered to support business growth and agility in the insurance industry, we should talk.