Online booking
Clear and fast.
Customers in Qatar commonly identify themselves with a QID, so forms and records leave room for it. The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them. The reminder goes out automatically.
Duration and required documents are defined per appointment type; the client uploads relevant documents when booking. As soon as the meeting ends, notes and next steps are written to the file and a follow-up task opens automatically.
Clear and fast.
Ready on site.
Stays on record.
At every step.
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
We build the solution to fit your hotel and connect it to your existing systems.
We test with real workflows, train your team and only go live when everything is right.
Video-call tools and recording rules depend on the firm’s choice and client consent.
Two-way sync is planned according to the calendar service chosen.
Client file for insurance and financial advisors in Qatar: client card and family and related persons. QAR quote, Arabic and English.
Learn moreDeadlines and reminders for insurance and financial advisors in Qatar: renewal date and termination deadline. QAR quote, Arabic and English.
Learn morePolicy view, document upload and claim reporting: client portal for insurance and financial advisors for teams in Doha and Al Wakrah, in Arabic and English. Quote in QAR.
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