01 Every policy
A client with three policies has three different renewals.
Each one is its own record, with its date, its document, and what was said about it.
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01—Insurance
Every policy has its renewal date, its documents, and its own conversation. NovaQuarks gives each one a separate record.
The client calls all year about things that are not the renewal.
03—Policy by policy
01 Every policy
Each one is its own record, with its date, its document, and what was said about it.
02 Before the renewal
Each policy's date raises the reminder as many weeks ahead as you decide.
03 Through the year
WhatsApp, email, text or a call: it all goes onto that policy's record.
04 When something needs signing
The client signs it from their phone and it goes onto their policy's record.
04—An invitation
We listen first. Then we design.
Begin a conversation