More effective documents

As an insurer, you have little personal contact with your customers. You tend to communicate with your customers through your documents: quotations, policy, correspondence with respect to claims. That is why these documents are an important means to retain your customers, as well as to profile your organisation and products. This is done by tailoring your documents to your aim and your customer as well as you can. Below we will describe a few solutions:

• One overview for each customer

Does your customer purchase multiple insurance products? If so, it is convenient for him to see these in one overview. We can help you bring the necessary data for this together from the various systems that you use. We achieve that with advanced conversion and transformation software.

• Clear and well-organised documents

Your customer likes to receive clear and well-presented quotations. policies, letters, terms and conditions of insurance and other documentation. With a personal note, or a larger font for the elder readers. We will supply you with the required solution for this, based on standard software. For more information visit Creating documents.

• Forms that have already been partly filled in

If your customer needs to fill in a form, it is convenient if the available details have already been provided. Of course, he would like to be able to rectify any incorrect details. We can help you achieve that with our solutions for document creation.

• Electronic forms instead of paper

Many customers prefer electronic forms as these are easier to complete. For example, forms on the web or personal PDF forms. It makes life easier for you too when processing the data. After all, they have been checked when they were entered and can be forwarded to the processing system straightaway. We can help you with expert advice and flexible products.

• Personal web page for each customer

Are you preparing a pension quotation? If so, your communication can be much more focused with a personal web page for your customer. You can post charts or a simulation of premium payments. We are happy to advise you on this.

However, there is more to that, of course. Each insurance company is unique and technology moves on. So please also look at our solutions for all sectors. Or make an appointment to discuss the options.