Custom Questionsets

Guide your customer Journey
Custom Questionsets

Being able to control the customer journey for risk capture and ask the questions you need to with:

  • Number of steps
  • Order of steps
  • Definition of each section as form fields, sub-lists, other specific components
  • Restrictions on editing after a certain point
  • Dropdown lists with specific options you require
  • Range limitations and validations
  • Branding and white-labelling
  • Public vs internal and multi-questionset funnel merging
  • Searching any answers given
  • Analysis on risk capture

With the capability to have as many questionsets as required for multiple classes, triggering events at specific points such as lead creation or account creation or emailing

Customer questionsets are all configured. They can be configured by us and handed over, or build directly by in-house teams using our 'Design Studio'

Benefits

savetime

Questionsets populated by customer prospects or staff can be copied for variances, MTAs and Renewals

Quickly Provide Value

MI on Questionsets means you can get exact statistics on incoming risks, fall off and conversions

Boost Client Engagement

Questionsets can be white labelled, enabling rapid deployment to multiple branded website risk captures

Policy Administration System

Key Capabilities

Custom Questionsets are all configured. They can be configured by us and handed over, or build directly by in-house teams using our 'Design Studio'

Triggering events at specific points such as lead creation or account creation or emailing giving direct automated business interaction with the customer journey

Custom Questionsets can be extended to any number of steps and levels for extensive risk capture and immediate deployment through configuration

Book a demo