Paris
Insurance
1-10
As insurance brokers, Vivien and his team are providing a range of insurance solutions to companies and individuals.
As they wanted to modernize their activity, the team was looking was looking for an all-in-one solution to request, collect and verify a high volume of loan applications. Clustdoc quickly became monservicePRO’s trusted companion, and Vivien, along with his team, is sharing their story.
What changed with Clustdoc?
Focus on monservicePRO
monservicePRO is a french professional financing brokerage firm that provides a range of complete financing solutions to business leaders and companies, along with the best customer care.
This professional loan packager actually provides both financial assistance and advice to brokers and agents as part of their activities. The key to monservicePRO’s success is mostly based on providing the best services both to brokers and their clients.
monservicePRO before Clustdoc
Vivien and his team were looking for a document collection and management system to allow brokers submit and visualize their client documents in a secure space. When the company started streamlining document collection in 2016, Vivien was looking for a dedicated tool to optimize every step of this process.
After an unsuccessful trial with a market solution, monservicePRO was pleased to discover Clustdoc. It was crucial for the team that the selected solution met 2 specific needs:
– Providing a custom interface to collect information, documents and contracts
– Being able to automate manual and repetitive tasks when onboarding new brokers-clients
Clustdoc: the perfect all-in-one solution for monservicePRO
The professional client onboarding solution allows team members to build and personnalize an digital checklist to easily collect all the required information and documents as part of a loan application : online forms, supporting documents, contracts – everything is being centralized in one single checklist.
“ I discovered Clustdoc on a Friday evening, and I spent the whole weekend playing around with the platform: the solution was actually meeting 99% of our needs. ”
Vivien also mentions the level of customization the solution offers, which he couldn’t find anywhere else: from building a process library and automating online forms to customizing the client portal, everything can be tailored to best suit their specific needs.
All team members use Clustdoc not only to collect applications but also to easily interact with brokers using the messaging system.
“ With Clustdoc, we save several hours per week, which totals up to hundreds of hours over the year. “
80%
of tasks are managed with Clustdoc
5 days
saved per month on application management
x2
in productivity since switching to Clustdoc
Features such as automated follow-ups, customer scoring, and esigning workflows are key product capabilities that help the company deploying and managing their onboarding process.
“ Clustdoc was much more complete than a document management system: we were looking for a document management tool, and with Clustdoc, we almost found a CRM. ”
Clustdoc is a comprehensive solution that myservicePRO uses at every level of its client relationships. Vivien and his team are 100% satisfied with their use of Clustdoc and recommend its implementation to streamline any client onboarding process.
“ The only regret I have is that we didn’t use Clustdoc earlier.”
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