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Documentation and emails


A very vital element of ​insurance is the communication to the client, along with supporting documentation.

Choose which points along the journey you wish to trigger emails, what documents are attached and their content, as well as their look 'n' feel.

Retrieval of quotes is one of our popular options, where a customer has dropped off the application journey, so an email is sent to them, with a link to get back to their journey and pick up where they left off.

Schedule reminders for renewals, requests for information or notify your customers of deals and offers. Cooper Rose Digital gives you all the tools you need to actively keep your customers fully updated and allowing them to have all the information at hand, at any stage of their journey.  

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