Our Customers include:
Life Update Process: A Simple Automated Process
The Life Update Process is designed to help you keep your customers engaged and their protection needs up to date.
The FCA are due to finalise Consumer Duty during July, confirming what is likely to be the biggest change in regulation since TCF.
Whilst all within the industry decipher the new rules, we’ve been busy developing tech tools to help our partners comply and make the most of the opportunity Consumer Duty presents.
We know just how lengthy these processes can be for most organisations, taking away time and resource away from where it’s needed most. Our leading business process and e-signature platform, AlphaTrust, simplifies and automates the entire journey.
Watch the short explainer from Scott Machin, Product Manager, below:
What’s The Result for your Customers?
Ask your customers key questions about their finances and circumstances every year, or as frequently as you like – you’re in control.
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They’re engaged, empowered and in control of their finances.
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They can make the most of the ongoing benefits their protection offers them.
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They are prompted to advise you of a change in their lives, which means a change to their cover.
What’s The Result for You?
Deploying a simple, automated and digital process to tackle what could be a complex problem.
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Deploying a simple, automated and digital process to tackle what could be a complex problem.
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An audit trail to prove your commitment to ongoing engagement.
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The ability to identify opportunities to provide more value to your customers.
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All of which make protection relevant, valuable and engaging for the long term.
AlphaTrust
From simple send-a-document for signature to your most complex workflows, AlphaTrust provides a range of options to digitise processes.
Our solution slots seamlessly into your existing processes; you choose whether to integrate via API or simply access via a personalised digital dashboard.
Together, we will explore both options and agree the best approach for your business and technical infrastructure.
Cloud Based
You decide if AlphaTrust is hosted by you or in the cloud, the choice is yours.
On Premise
Allows flexibility and control over data.
API
Allows seamless integration.
Advanced Webform Builder
Validation logic, reflective questioning, completely customisable to avoid invalid/incomplete forms being returned.
E-IDAS Compliant
Complies with E-IDAS regulations for compliance and legality.
2 Factor Authentication
Allows users to have 2 FA for security.
Full Access to All Features
No matter how many transactions or users required, we provide full access to all features on any pricing model.
20 years + FS experts
We can relate to business challenges and understand process and compliance to fully adopt and utilise AlphaTrust features.
Interested?
Request a Call Back
We would love to show you AlphaTrust can help you simplify and automate the Life Update process. Our friendly team will be more than happy to show you our solution live.
Simply fill in the short form and a member of the AlphaTrust team will be in touch.
Contact Us Today
What Do our Customers Say?
Ascot Lloyd on AlphaTrust:
Let AlphaTrust Help You
Eliminate the need to rely on paper processes and switch to a more customer focused model. Digitisation gives you
a range of benefits such as:
100% White Labelled
AlphaTrust is fully customisable. You keep your branding throughout the entire process.
Customer Friendly
Flexible
Environmentally Friendly
Help save the planet whilst cutting costs and increasing efficiency.
Better Customer Journey
Reduce friction and create a better customer experience.
Compliant
Flexible, secure, customisable and compliant solution.
Request a Demo
We would love to show you AlphaTrust in detail and give you a personal demo. Our friendly team will be more than happy to show you our solution live.
Simply fill in the short form and a member of the AlphaTrust will be in touch.