Insurance Brokerages

Simplify and expedite the insurance policy applications

Dittoflow eliminates the hassle of manual paperwork and streamlines the gathering and verification of essential documents. From identification proofs to medical records, our automated workflows ensure accuracy, efficiency, and compliance, allowing your team to process applications faster and deliver a seamless customer experience.

Desktop and Mobile illustration

Everything your team needs

Request E-Signatures From Clients

Keep an eye on your team’s progress and workload. Get real-time charts and other visual highlights to share status, spot potential problems, and keep work on track.

Automatic Reminders

Keep an eye on your team’s progress and workload. Get real-time charts and other visual highlights to share status, spot potential problems, and keep work on track.

Client Portal

Keep an eye on your team’s progress and workload. Get real-time charts and other visual highlights to share status, spot potential problems, and keep work on track.

ENGAGEMENT

Don't keep your clients waiting

Keep an eye on your client's progress and get real-time updates and reminders to keep your work on track.

Cut down on application times
Automated Reminders
Access from anywhere
Client Progress Visibility
Desktop and Mobile illustration
Desktop and Mobile illustration
productivity

Create templates

You can generate templates of frequently used applications and document requests to save time.

Generate client requirements in one click

Save hundreds of admin hours

Speed up your client applications

A conversational approach to every step of the customer journey

Want to know how it works?