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Scale customers and revenue

There’s a lot of manual handling for brokers which can be simplified to improve operation efficiency, increase auto renewals and the bottom line. See what difference Simfuni could make for you:

 

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Optimise retention with digital renewals

Deploy seamless renewal workflows that engage and retain more clients with simple, scalable, and compliant experiences.

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Streamline renewals with automation

Intelligent engagement

Reach clients across multiple digital channels and track engagement with live tracking. Replace time consuming manual tasks with renewal workflows that connect to core platforms seamlessly and delight clients.

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Embedded payment links

Connect the renewal communication and premium payment into a single digital experience. Empower customers to access flexible instalment options or pay in full directly from their invoice or renewal notice.   

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Compliance that scales

Ensure critical steps are completed with robust automated workflows. Capture, track, and report on disclosure and acceptance. Build engagement and interaction based audit trails.

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Data driven insights

Track and monitor renewal notices, click through, and drop off rates. Simfuni tracks and aggregates all contact points into a comprehensive reporting dashboard.

Data driven insights

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What are payments costing your business?

There’s many known and unknown costs that many brokerages are paying. For example, the time brokers spend on chasing payments from customers is time they could be growing their customer base. 

 

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