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.
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- Reduce the risk of out of date templates being used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
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