Streamline your agent and customer onboarding

Life and P&C (General) insurance firms are in a competitive market where it’s critical to differentiate themselves and reduce customer turnover. When the only option for onboarding new agents and policy holders is to use highly in-demand IT resources and personnel, they aren’t able to scale or provide the speed-to-market required by their clients.

Streamline your agent and customer onboarding

Life and P&C (General) insurance firms are in a competitive market where it’s critical to differentiate themselves and reduce customer turnover. When the only option for onboarding new agents and policy holders is to use highly in-demand IT resources and personnel, they aren’t able to scale or provide the speed-to-market required by their clients.

How Messagepoint can help with your policy documents

Speed up time to deliver

Non-technical staff can quickly onboard new agents and policyholders and maximize opportunities for template and content reuse across customers.

Engage your business stakeholders

Involve your business stakeholders earlier in the review and approval process by letting them make and review changes through an intuitive, self-service interface.

Advanced personalization
and segmentation

Provide deep personalization and customization based on how you want to segment your policy holders, without the normal high overhead and complexity.

Reduce the costs of
doing business

Reduce the costs of managing your customer communications, like policy documents and enrolment kits, by using less expensive,
non-technical resources for
content management, rules
creation and testing.

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