The challenge of Collect Compliance Documents

In a lot of insurance processes, you need to collect documents from your customers. Just think about: proof of identity, driver’s license, proof of income, invoices, bank statements, etc. If these documents need to be collected via a typical process involving email or paper mail, this can become very tedious and costly processes. And in a lot of customer lifecycles, this is not a one time process, think about invoicing for mortgage payments or a source of funds document in assett management.