Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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