Digitally Issued Service Contract

What is Digitally Issued Service Contract?

Digitally Issued Service Contract is an automation to generate a service contract, based on a template, which inserts a digitally signed certificate in the issued document, before sending it to the new client, to ensure that the delivery of digital documents is from a single origin and to identify to the issuer of said document unequivocally.

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Objectives:

  • Close the sales and contracting process completely online.
  • Ensure that the client receives the contract document through a digital channel in the most effective and expeditious manner possible.
  • Lower costs of generation and distribution.
  • Lower closing times and delivering times.
  • Improve the customer experience by offering more convenience, high availability, and immediacy.
  • Relate the corporate brand with innovation and cutting-edge technology.

Solution:

Web-based purchase process through web forms or integration with structured data that generates a service contract from a template. Files signed with digital certificates from the insurer meet technical and legal security standards. DANAconnect also offers a portal for verifying the validity of the digital signature.

Customization options:

  • Digital certificate in the name of the institution.
  • Corporate image, colors, logo of the institution in the document and in the communications.
  • 100% configurable document template and customer information fields in the digital contract.
  • Multiple and cross digital delivery channels available for specific needs.
  • The agents or executives can be incorporated into the flows so that they also receive the information.
  • Integration with internal systems, tickets and / or core.

Implementation timeframe:

  • 2 to 4 weeks

Pre-requirements:

  • DANAconnect Advanced

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