Customer Communications
Keep customers informed at every step
Generate and deliver timely, consistent communications as part of the operational workflow. Simfuni connects customer communications to policy, payment, underwriting and claims events, helping insurers keep customers informed without creating more work for operational teams.
Benefits
Make every communication timely and consistent
Customer communications are often the visible outcome of operational activity. Simfuni connects communications directly to the events that trigger them, helping insurers deliver the right information at the right time, through the customer's preferred channel.
Keep customers informed
Send timely confirmations, notices and updates so customers understand what's happened, what it means and whether they need to take action.
Communicate consistently
Use approved templates and connected customer data to deliver clear, consistent communications across servicing, payments, underwriting and claims.
Reduce manual communication work
Automatically generate common communications from operational events instead of relying on teams to prepare and send them manually.
Maintain a clear record
Store communications against the relevant customer, policy or operational record, providing visibility of what was sent, when and why.
Key capabilities
Communications connected to the work
Simfuni generates communications from real operational events, using platform data and customer preferences to determine what should be created, where it should go and how it should be delivered.
Event-triggered notices
Generate communications automatically when relevant policy, payment, underwriting or claims events occur.
Preferred-channel delivery
Deliver communications through the most appropriate channel, including email, post and secure customer self-service.
Underwriting communications
Generate and send Offer of Terms and other underwriting communications as part of the underwriting workflow.
Configurable templates
Use approved communication templates populated with customer, policy and transaction information directly from the platform.
Automated notices and confirmations
Generate quotes, policy confirmations, renewal notices, payment reminders, arrangement confirmations and other routine operational communications.
Communication history
Store generated communications with the relevant record, giving teams a clear history of what was sent and the event that triggered it.
How it works
From operational event to customer communication
Communications are part of the workflow in Simfuni, rather than a separate activity operators need to remember. When something happens that requires a customer communication, the platform can generate the appropriate content, deliver it through the preferred channel and retain a record of what was sent.
Communications triggered by real events
Policy changes, renewals, payment events, arrangements and underwriting decisions can automatically generate the appropriate customer communication. Templates are populated using information already held within Simfuni, reducing manual preparation and helping ensure communications reflect the underlying transaction.
- Event-driven communication generation
- Customer and policy data populated automatically
- Approved templates for common operational events
- Automatic confirmations and notices
Deliver through the customer's preferred channel
Contact preferences are held against the customer and used to determine how communications are delivered. Customers can receive communications electronically, access information through secure self-service, or receive physical correspondence where required.
- Preferred contact method stored against the customer
- Email delivery with PDF attachments
- Secure customer self-service
- Postal communications automatically queued for printing
Manage physical communications without losing visibility
Postal communications remain part of the same connected process. Documents can be selected and printed in batches, with the status of each individual item tracked so teams know what's been produced, what has been completed and anything requiring further attention.
- Central print worklist
- Batch selection and printing
- Individual document status tracking
- Failed items surfaced without stopping the remaining batch