EFFORTLESS MANAGEMENT ANYTIME, ANYWHERE
Formulate allows you to securely manage documents, automate e-signatures, and ensure compliance, all in one central system. Integrate WhatsApp to communicate effortlessly with clients, track claims, and streamline workflows. Talk to us about our integrations functionality today!
Smart Communication
Improve your client communication and service with our integrated communication feature that is automatically linked to the correct client/insurer and workflow.
Management Reporting
Conveniently access crucial management information that can be exported for on-point reports. Obtain daily, weekly or monthly insights and confirm that you are growing your practice without compromising your mission.
Customizable Workflow
for Optimal Results
Easily adapt your workflow to suit your, as well as the industry’s changing needs. Plus, we can help optimise existing processes to increase productivity and revenue!
Document Storage
FSPHub will automatically store your information off-site in a secure centralised cloud that is safe from loss and/or unauthorised access. And it is friendly to the environment too!
Formulate
Automate document management with Formulate. Ensure compliance, save time, and streamline operations with our secure e-form and e-signature solutions.
WhatsApp Integration
Communicate seamlessly with clients using WhatsApp. Link conversations to workflows, handle claims, and enhance engagement.
How do you benefit?
Automate routine tasks to overcome capacity constraints.
Focus on core business activities with more free time.
Streamline work processes and enhance workflow.
Increase efficiency by reducing manual intervention.
Effectively manage remote teams and compliance.
Improve customer service and grow your FSP practice.
Easily monitor productivity and outputs.
Embrace sustainability through technology and automation.
