Over 80% faster insurance customer onboarding.

The taktikal approach to digital insurance workflows

1. Reduce Costs and Labour

Drastically reduce the number of hours needed to manage traditionally analogue processes by implementing fully digital workflows. By offering customers online forms and secure signing, costs associated with necessary FTEs, document transportation for signatures, and paper supplies are all but eliminated.

2. Speed up the Sales Process

Easily tackle the challenges of new policy sales by setting up a digital process that ensures all necessary details can be gathered and signatures collected instantly, all from one designated company portal. Set up a direct integration with a CRM system or email address to transfer data with a straightforward Rest API.

3. Improve the Customer Experience

Online forms give customers a fully digital experience, eliminating the endless paperwork often associated with insurance policy and claims filing. Provide a clear, fast, and seamless company experience with embedded forms that guide customers easily through the information required for their selected process.

Industry challEnges

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

New policy sales
Slow claims processing
Audits and compliance
Complex application forms

Download our insurance white paper

Read our industry whitepaper to find out how Taktikal helps insurance companies reduce costs, increase revenue and improve services to customers. Submit a form and you will receive an email with a download link to our White paper in your inbox.