Solutions - Proxy

Claims

Move claims from first contact to signed authority without the chasing.

Collect evidence, check who you are dealing with, prepare the paperwork, get it signed and keep the customer updated, all in one connected journey.

Faster to a signed claim. Fewer steps between first contact and authority.
Less chasing. Reminders and requests run themselves.
Cleaner files. Evidence, documents and signatures in one place.

Products used: Verify Docs Sign Agent Comms Voice

Legal

Onboard clients in one smooth journey, not a week of emails.

Generate and sign client care documents, collect identity evidence, book the first meeting and keep clients informed, alongside the case management system you already use.

Matters open sooner. Onboarding no longer waits on paperwork.
Less unbillable admin. Documents, bookings and reminders run themselves.
A better first impression. One professional journey in your firm's brand.

Products used: Docs Verify Sign Booking Comms

Financial services

Collect, check and agree in one journey your customers will finish.

Gather customer information, check the supporting evidence, generate the agreement and follow up, with a clear record of every step.

Fewer stalled applications. Missing information is caught and chased early.
One supplier to assess. Several capabilities under one relationship.
A clear record. What was collected, checked and signed, and when.

Products used: Verify Docs Sign Agent Comms

Customer operations

Take the repetitive work out of customer-facing operations.

Automate the reminders, bookings, document requests and follow-ups that fill your team's day, and keep the people for the conversations that need them.

Fewer inbound chasers. Customers know where they stand.
More done per person. Routine work runs without anyone touching it.
Consistent service. The same wording and timing for every customer.

Products used: Booking Comms Agent Voice Verify

SaaS platforms

Give your customers signing, booking and messaging without building any of it.

Add mature customer-facing capabilities to your product under your own brand, and spend your engineering time on what makes your product different.

Ship features sooner. Integrate a finished capability instead of building one.
Your brand throughout. Customers see your product, not ours.
One supplier. One integration, one agreement and one bill.

Products used: Sign Booking Comms Verify Docs

Don't see your industry?

If your customers have to provide information, sign something, book a time or hear back from you, Proxy probably fits. Tell us how your process works today.

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