Customer Converse
Converse smartly and digitally
Being able to communicate with customers efficiently is key to running a tight operation and ensuring key activities are completed in a timely manner
To facilitate the communication process, brokerstar converse will track the completion status of all activities, and then run all activities through a flow in order to push it to completion. These flows are template-based, and can use pre-existing templates, or self defined templates
If some action or information is required from a customer, their preferred contact method is used to communication, and provide them with a self-service mechanism to provide the required information or proofs. This is fed back into the flow, and the next step from either an automated step or a managed manual step such that the customer is responded to with a message or the next step in the flow
Examples of flows include:
- Requesting specific MTA details from a customer/providing a quote with request to proceed/Executing the MTA and requesting payment/Collecting payment and sending a confirmation/Uploading documents
- Chasing customers for requirement proofs/collecting the proofs and validating them/requesting re-submission/Chasing urgency depending on cancellation date
- Chasing customers for payment/increasing severity of messaging/scheduling in outbound calls to customers/bad debt and or block status/completion
