Offer choice
Ready on site.
Booking journey
Contract and policy: for insurance and financial advisors
The client chooses an offer, the application is prepared, signed and sent to the insurer. When the policy arrives it is checked and added to the file.
- English and the community languages your customers speak
- AUD, GST and local levies
- Data protection under revPrivacy Act
From offer to policy
The chosen offer is carried into the application form, client details are prefilled and the signature process tracked. When the policy arrives, cover and premium are checked against the application and any difference is reported to the insurer.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Australian specifics
Application and policy formats vary by insurer; integration scope is clarified up front.
Frequently asked questions
Is a digital signature used?
Optional; method and validity are chosen by the firm per document type.
Related topics
Analysis and offers
Needs are analysed, existing policies reviewed and gaps identified.
Learn moreFollow-up and renewal
After the contract, ongoing care continues with annual reviews, claims support and renewal reminders.
Learn moreAdvisory record
Meeting notes turn into an advisory record from a template; the client approves and the document is added to the file.
Learn more