INSURANCE CUSTOMER SELF-SERVICE

UPGRADE CUSTOMER EXPERIENCES WITH INTELLIGENT AUTOMATION

Provide clients with a convenient way to interact for inquiry, purchase, renewal, and claims to improve retention and profitability

WITH FREE PROCESS CONSULTATION

NO CREDIT CARD REQUIRED

Lady practicing insurance process automation

QuickReach helps your insurance company meet expectations for customer satisfaction, and profit and growth while maintaining competitive industry performance

Lady experiencing customer satisfaction from insurance process automation
  • Convenient client engagement via web widget, mobile, or chat bot

  • Easy transition from manual to automated workflow

  • Better productivity among insurance brokers, financial advisors, and support staff

  • Guaranteed full compliance and more-than-human accuracy in data processing 

  • Improved task visibility & management

  • Simple integration with existing systems

QuickReach helps streamline insurance processes by letting you design, automate, and integrate workflows throughout the entire customer journey. What’s more, our free workflow templates allow you to roll out your digital process in minutes.

Revamp your key insurance processes

Boost customer satisfaction

with insurance process automation

WITH FREE PROCESS CONSULTATION

NO CREDIT CARD REQUIRED

What’s Inside QuickReach?

QuickReach provides low-code development, workflow, and AI tools that digitize, integrate, and automate business processes

Customer Self-Service Interfaces

In addition to your digital workflows, provide your customers with easy access to self-service solutions that enable engagement and productivity anytime and anywhere

Mobile App

Let customers monitor and track requests using your very own mobile app 

Web Widget

Embed your ow widget on website or web app for quick access

Chatbot

Empower customers to get in touch with you through chat 24/7

Dynamic Form Designer

Fields | Validation | Reference

Dynamic Forms

Easily create a custom form that go with each process 

Configurable Workflow Designer

Actors | Workflow | Users 

Configurable Processes

Design processes and assign roles of each teammate

: Integration Bot - RPA

Record | Test | Play

Integration Bot

Connect QuickReach to legacy systems using an AI bot

Automation Designer

Integration | Logic | Actions

Automation Designer

Set logic rules that will automate actions and integration

Dynamic Data Tables

Build | Migrate | Sync

Data Tables

Easily create a custom form that go with each process 

Report Builder with graph & charts

Charts | Graphs | Tables

Report Builder

Choose from a range of data visualization components

Personalized Dashboard

Tasks | Reports | Alert

Personalized Dashboard

Instantly see the matters most important to you

Business process automation form
Business process automation form

User interface for QuickReach form set up for business process automation using low-code platform

Workflow management using low-code
Workflow management using low-code

User interface for mapping processes for business process automation using low-code platform

Low-coded reimbursement process
Low-coded reimbursement process

User interface automation settings for reimbursement request process design using low-code platform

Business process automation form
Business process automation form

User interface for QuickReach form set up for business process automation using low-code platform

1/8
Customer Self-Service ChatBot, Widgets & App

Apps | Chat Bot | Widgets

Customer Self-Service

Provide customers convenient, 24/7 self-service solutions

Other Processes You Can Automate

Easily automate your most fundamental business process and boost efficiency and productivity in the workplace

HR

Do away with paper forms and manage various HR processes digitally to save on time and costs

FINANCE

Improve efficiency and accuracy within finance departments by digitizing payments, approvals and more

SALES

Enables sales teams to process requests and applications easier to focus more on new business

OFFICE

Simplify administrative processes for employees and save big on business time

IT/CYBERSECURITY

Streamline IT/Cybersecurity operations by automating IT helpdesk activities as well as data privacy reporting & incident response

RESOURCES

A whitepaper on what makes business process automation a success

Business Process Automation Essentials

Roll out much faster than building solutions from scratch

Real estate industry business process automation and workflow management using low-code platform

DX Report:

Real Estate Industry

Integrate with your existing systems to extend and expand their value

Cybersecurity & Data Protection Measures

Cybersecurity & Data Protection Measures