Our strategy: your path to success

Building your application forms starts at the planning stage. We will work with you to convert your current application forms to an online form ensuring the best customer journey. 

Establishing the correct workflow is the key to your communications. We will work with you to develop each workflow stage.

Maximising customer engagement means less drop out from long tiring forms. We will recommend the best questions to ask and where you already know information on the customer we can ensure less repitition. A simple postcode lookup demonstrates a professional quality.

Keep your customers informed at each stage of the process with emails and SMS messaging.

• Request additional information
• Provide results of assessment
• Send agreements for signature

When you receive an application the workflow is designed to replicate your office tasks. Tasks are performed in order to ensure no staff time is wasted.

We will work with you to allow you to monitor your applications, enable you to report to your management team, and maximise analytics from your submissions.