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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.

What gets in the way today.

None of this is anybody's fault. It is what happens when every step of the journey lives in a different tool.

  • Evidence arrives in pieces, by email, from different people.
  • Letters of authority are prepared by hand for every case.
  • Customers go quiet halfway through and need chasing.
  • Updates depend on someone remembering to send them.

The same work, as one journey.

Each step is a Proxy product. Your customer sees one smooth experience in your brand; your team sees the case move forward.

Starts A customer gets in touch Ends Case moving, nobody chasing
  1. Verify

    The customer uploads ID and supporting evidence from their phone.

    Done by: Customer

  2. Docs Early access

    The letter of authority and claim documents are filled in from their details.

    Done by: Automatic

  3. Sign

    They sign on a page carrying your brand.

    Done by: Customer

  4. Agent

    Anything missing is chased automatically until it arrives.

    Done by: Automatic

  5. Comms

    Progress updates go out as the claim moves forward.

    Done by: Automatic

What changes.

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.

The products involved.

Start with whichever one removes the most work, and add the rest when you are ready.

  • Verify

    Collect and check what you need before a customer moves forward.

    Early access

  • Docs

    Generate the documents your process needs, already filled in.

    Early access

  • Sign

    Get documents signed without sending customers somewhere they don't recognise.

  • Agent

    Hand the repetitive follow-up to an AI agent that works the way you tell it to.

  • Comms

    Keep customers informed on the channels they already use, without anyone having to remember.

  • Voice

    Business phone calls, made and answered from Proxy or from inside your CRM.

Other solutions Legal Financial services Customer operations SaaS platforms

Talk to us about your process.

Tell us how a customer moves through your business today. We will map it to Proxy, tell you what it would cost, and be straight about anything that doesn't fit.

Request a demo See pricing

Products
Verify, Docs, Sign, Agent, Comms, Voice
Start with
One product, then add the next
Works with
The systems you already use