Service Checklist

We help you communicate with your customers the way they want. Starting by understanding your unique needs, we then customize a solution to optimize communication with your customers. Think about what could be improved in your business:

Browse our services below:

Core competency
Not our strength

Customer Communication

Our Value

	Document Generation		Our platform can render any form of documents
	Multi-channel Documents		Our platform can produce documents for any medium your customer wants
	Personalization		We customize and personalize your communications with your customer data
	Print and Mail		Our roots are in print or what we call fulfillment
	Direct Marketing Strategy		We can help centralize and unify your direct marketing communications
	Marketing Campaign Development		We work with your marketing agency or marketing department to implement your campaign
	Data		We have done it all and have a long history of secure data handling and storage for the financial industry
	Data Analytics		Not our strength. We can extract and mine your data and deliver it to the experts
	Software Development		Our roots are in software development. From a small enhancement to improve your customer communication to custom CRM, we have the expertise to handle it
	CRM		We integrate with, design, build and develop CRM systems
	Cloud		See CloudFill
	CMS		We can help design or integrate with your content management system
	System Integration		Our core competency. We have a team of architects, systems analysts and developers to deliver solutions
	Marketing Materials Design		But we do work with excellent partners, and can help see your product through from start to finish
	Template Programming		Absolutely
	Hosting and Infrastructure		We manage high availability data centres, software as a service and cloud infrastructure

CloudFill

Our Value

	Render Documents The core of CloudFill From Salesforce.com		The core of CloudFill
	Output to PDF		Would you like it by email, download or FTP?
	Print		We handle the printing, assembly and shipping so you can focus on your business
	Communication History		You can see the history of all communication sent to every contact or lead in Salesforce.com
	Self Service Template Design		We do the template development for you. Once finished, the template is available for all of your Salesforce.com users
	Analytics		We can help you analyze and report on your communication and document data

Insurance Solutions

Our Value

	Custom Built Insurance Back Office Systems		The core of what we do. CRM, underwriting, workflow, business automation and more
	System Integration		Our core competency. We have a team of architects, systems analysts and developers to deliver solutions
	Data		We have done it all and have a long history of secure data handling and storage for the insurance industry
	Hosting and Infrastructure		We manage high availability data centers, software as a service and cloud infrastructure
	CMS		We can help design or integrate with your content management system
	Software Development		Our roots are in software development. From a small enhancement to improve your customer communication to custom CRM, we have the expertise to handle it
	Direct Marketing Strategy		We can help centralize and unify your direct marketing communications
	Marketing Campaign Development		We work with your marketing agency or marketing department to implement your campaign
	Billing Systems		600,000,000 billing transactions and counting
	Sell Insurance		We can recommend a good broker
	Creditor Insurance Systems		One of our core areas of expertise
	Direct Insurance		One of our core areas of expertise
	P&C Insurance		One of our core areas of expertise