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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Adapt to the evolving needs of your clients with a sophisticated solution for customer communication and document automation. GhostDraft seamlessly integrates into your operations, enhancing experiences, boosting efficiency, and providing greater flexibility on any platform. Forge genuine connections with your clientele through tailored communications. Our cloud-based, omnichannel customer communication management system simplifies interactions with your customers on their preferred platforms, driving higher engagement levels and fostering stronger relationships. By gaining enhanced control over your communications, you not only ensure compliance but also expedite product launches. Improve compliance and reduce time to market with our innovative, business-driven document creation capabilities. Accelerate your cash flow with clear, concise digital billing statements delivered across various channels. Impress your customers with prompt, interactive, and highly personalized claims correspondence, all while upholding control and compliance throughout the process. This comprehensive approach not only enhances customer satisfaction but also positions your business for sustained growth.

Description

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$70 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

GhostDraft

Founded

1979

Country

Canada

Website

www.ghostdraft.com

Vendor Details

Company Name

PolicyFlow

Founded

2013

Country

United Kingdom

Website

policyflow.co.uk

Product Features

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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