Customer Communications
Customer communications software for life insurers
Simfuni helps life insurers generate, send and store policyholder communications from operational events, using each customer's preferred channel.
Benefits
Communicate with policyholders more consistently
Improve communication consistency
Give teams a more consistent way to generate, send and store policyholder communications across servicing, payments, underwriting and claims.
Reduce manual document work
Automate common notices, letters and confirmations so teams spend less time preparing communications by hand.
Keep customers better informed
Send timely communications through each policyholder's preferred channel, so customers understand what has changed and what action may be needed.
Strengthen audit visibility
Keep a clear record of each communication, including what was sent, when it was sent and which event triggered it.
Key capabilities
Generate policyholder communications from operational events
Communications are generated from real policy, payment, underwriting and claims events, then delivered through each customer's preferred channel. Email customers receive PDF attachments, while post customers have documents generated and queued for print.
Event-triggered notices
Send quotes, confirmations, renewal notices and arrangement updates through the channel each policyholder has chosen.
Preferred-channel delivery
Email customers receive documents as PDF attachments, while post customers have documents generated and queued for batch print.
Offer of terms letters
Underwriting offers are generated and sent automatically through the customer's preferred channel when an offer is made.
Payment reminders
Missed payments prompt a reminder the next day, with the amount owed and clear instructions to pay.
Policyholder communications
Quotes, confirmations, renewal notices and arrangement confirmations reach the primary policy owner the way they have chosen to hear from you.
Document generation and storage
Generate and store each communication with the relevant record, so teams can see what was sent, when and why.
How it works
Communications matched to the event and channel
Preferred contact details stored on the policy
Each customer has a preferred contact method. Choose email and communications go out with PDF attachments. Choose post and the documents are generated and added to the print worklist instead, so each customer is reached the way they expect.
- Email delivery with PDF attachments
- Post customers routed to a batch print worklist
- Only the preferred contact details surface on the policy
- Confirmations sent automatically for arrangements and offers
Batch printing with clear tracking
For post customers, documents are queued when they are generated. Teams can print in batches, track progress and update each document's status individually.
- A worklist that shows when each document was generated
- Batch selection and printing in one pass
- Per-document print status, not all-or-nothing
- Failures tracked without blocking the rest of the run