DocFast e-Delivery

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Overview

DocFast is transforming how the entire industry works. With DocFast, iPipeline’s e-delivery solution, you quickly and securely deliver policies, videos, contracts, prospectuses, business documents, and marketing collateral. Whether you are completing a product sale or looking to educate, cross-sell and up-sell, DocFast enables carriers, distributors, financial institutions, agents and advisors to optimize business opportunity and improve the consumer experience.

Key Features

  • Secure XML data pack sending and receiving
  • Allows distributors to add documents to packages
  • Send multiple document in one package
  • Dynamic workflows allow distributors to add subGA and IMO relationships
  • e-Signature options, including face-to-face Print, renew and copy flexibility
  • Accepts premium payment (carrier controlled) to complete transaction or policy
  • Gives agent the ability to complete the process face-to-face
  • Real-time case info dashboard view and alerts
  • Send multiple documents privately
  • e-Deliver to multiple consumers at one time

Key Benefits

  • Deliver a true digital experience to improve customer satisfaction
  • Guarantee policies are securely and confidentially delivered
  • Passed 3rd party penetration tests and security audits
  • Up-sell additional coverage amounts at policy issue
  • Unlimited workflow possibilities
  • Avoid costly policy re-issues
  • Cross-sell new products and drive referrals
  • Cut printing, postage and labor costs
  • Reduce policy and document delivery times from weeks to hours
  • Receive policy delivery status
  • Accept credit card payments via a secure process without being PCI compliant

Product/Service details

SOLUTION OR SERVICE TYPE