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Client's Personal Information


Journey Sender, Personalized rules, Validations, Attached documents & two-way integration


Reduce manual labor, Shorten the sales cycle & simplify process

Streamline Client's Personal Information Intake

The insured can easily and quickly update their personal information with just a few clicks. This not only saves time but also ensures that policyholders have accurate information on file, preventing complications in the event of a claim.

  • Increased Efficiency
  • Improved Accessibility
  • Enhanced Security
Client's Personal Information

A better experience for everyone

Insurance Organization

Streamline the data collection process and reduce the need for manual data entry, which can save time and reduce errors. This allows for easier sharing of information between different departments, leading to improved collaboration and communication.

For your customers

By providing their information digitally, clients can enjoy a more streamlined and convenient application, claims and renewal process. They may also receive faster responses to their inquiries and claims, as insurers can access their up-to-date information quickly and easily.
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Create one seamless workflow

  1. Send a personalized link via SMS or email.
  2. Customer provides their personal information via a digital journey.
  3. Customer attaches documents and signs on any device.
  4. Data is verified for accuracy and completion at the point of entry.
  5. Data is sent to the insurer for review.
  6. Data is synced with underwriting, CRM and policy servicing systems.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Easy link sharing
  • PDF Generator
  • EasySign
  • Financial integrations
  • Co-Browsing
  • Journey Tracker
  • Analytics Dashboard
  • Automated pre-filled data fields
  • Quicker and more accurate completion.
  • Customizable themes and conditions
  • Secure and quick digital authorization.
  • Real-time assistance during form completion
  • Robust data validation for compliant submissions.

Your digital partner

Upgrade your customer data collection process in days
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