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The simple, secure and easy-to-integrate SaaS CCM solution for managing customer communications.

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Accelerate your digital transformation

Accelerate Your Digital Transformation

Recreating (or creating) digital communications from existing print versions or shifting between desktop and online design environments slows movement to a digital business. Want help? Create content for mobile, web, email and print in one easy-to-use designer and save hundreds of hours per year.  Frontline employees will quickly edit, preview and send communications to customers through the customer’s preferred channel.

Decrease your reaction time

Decrease Your Reaction Times

Your business can put new communication into production in hours, not days. Let business users (and not IT) manage customer communications. Include compliance officers in your communication processes, to create and approve policy language, and track and audit changes. Respond faster to changing market conditions, regulatory requirements, and audit requests. As a bonus, you’ll avoid expensive IT chargebacks.

Extend your apps and architecture

Extend Your Existing Apps and Architecture

Our products leverage open standards and open source technology to integrate with and extract more value from your current core back-office systems like policy administration, claims management and billing systems. We can also link directly to your digital asset management and document imaging systems to share content and final-format communications with other applications across your organization.

Increase customer engagement

Increase Cross-Sell, Upsell and Engagement

Customers want consistency across touchpoints. You want to maximize customer lifetime value (CLV). We can help your financial services firm increase revenue and profitability by streamlining and standardizing your customer communications which will increase customer engagement, loyalty and CLV.

Build long-lasting client relationships

Build Long-Lasting Client Relationships

Our solutions allow you to be more responsive to client requests, to build trust and to be more transparent — all key requirements for keeping customers for life. We are able to personalize customer commmunications based on individual customer preferences and previous engagements, which makes every client interaction feel more personal and hands-on.

Create consistent customer journeys

Create Consistent Customer Journeys

Our CCM software provides a single environment for creating, managing and delivering fully compliant and deeply personalized customer communications across the entire customer journey. We make sure your brand and message look and feel the same no matter which channels or devices your clients are using.

Increase member loyalty and engagement

Increase Member Loyalty and Engagement

Foster longer-lasting relationships (i.e., grow Customer Lifetime Value), improve your customer satisfaction scores and create brand advocates by engaging with your customers more frequently, on a deeper level and through the channel of their choice. Our CCM software enables business users to respond to customer requests faster, decreasing time to resolution and improving the customer experience.

Keep everyone on the same page

Keep Everyone on the Same Page

Our software includes features specifically for the insurance industry, such as the ability to send copies of communications to multiple recipients, each with its own unique cover letter. We can automatically send a follow-up communication (or not) based on whether or not an expected action has occurred (e.g., member reply was received).

Streamline processes and reduce OpEx

Streamline Processes and Reduce Operating Costs

Use our CCM software to quickly and easily create, manage, send and track complex communications, including Explanations of Benefits, Summary Plan Descriptions, claims correspondence and required notices. Automate customer communications using business logic and integrations with your line of business applications and systems of record.


Let's find the right CCM solution for you

Discuss Your Needs

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