Record from a template
Stays on record.
Hotel feature
Advisory record: for insurance and financial advisors
Meeting notes turn into an advisory record from a template; the client approves and the document is added to the file. Date, participants and recommendations are on record.
- English and the community languages your customers speak
- EUR, IVA and local levies
- Data protection under GDPR
Every meeting is documented
Short notes taken during the meeting are placed in the template fields; the record is prepared in connection with the needs analysis and offer comparison. The client approves online or in writing and the approval time and version are recorded.
Your benefits
Participants and date
At every step.
Recommendation and reasoning
Save time.
Client approval
Fewer errors.
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.
Spanish specifics
Documentation duties and content standards are set by the firm according to applicable financial and insurance regulation.
Frequently asked questions
Can our own record template be used?
Yes; existing templates are analysed and linked to fields.
Related topics
Needs analysis
Structured questions record the client’s situation, goals and existing cover.
Learn moreOffer comparison
Offers from different insurers are compared side by side by cover, premium and terms.
Learn moreCompliance and records
Because advisory records, approvals, deadlines and accesses are on record, documents are ready for inspection and internal control.
Learn more