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Hi, I’m Erika
I am a business developer at an Insurance brokerage company. I help business owners pick the best health insurance plan.
I prepared a list of documents I needed to audit my client's needs
I required a total of 8 specific documents
I sent an invite to the client so he could share the required documents
The email invitation was sent from my Clust account
Brilliant! My client sent out all the documents
I immediately received an email notification
Offer a premium experience to clients, suppliers, candidates even if you don't have a website yet.
Mak sure nothing slips through the cracks with our automated email reminders.
Secure client portal
Documents you require, forms to be filled out and tasks to be carried out are listed in a branded and secure area.
Payment and e-Signature
Have proposals or contracts signed by recipients and get paid right on time.
Customize the mobile-friendly client portal based on your recipients profile.Boost your conversion rates.
The client signed an insurance contract better suited to his business
He is really happy with my work
Working with clients can be done in the blink of an eye
Clust speeds up the process of gathering information and documents
Client management software
Clust allows you to collect clients documents and manage client onboarding processes.
Our customers use it to supercharge their workflows and improve the customer experience.Get started with Clust