Document processing for customer onboarding, policy changes, and cancellation is a well-known barrier to a streamlined and positive experience for both employees and customers. Forms and signatures are a central part of this system and often require the costly transport and exchange of multi-page documents. Manual processes not only hinder company efficiency and impact sales, they are also more susceptible to error and even loss.
Taktikal solutions aim to speed up these processes, increase security, and improve the customer experience by providing a simple way to digitise workflows, making them accessible and simple for agents, brokers, and policyholders alike.
challenges in the insurance industry
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