Function Use Case

Customer onboarding

Modern document generation for customer onboarding: Streamline. Personalise. Engage.

Document Automation

Some of the firms we’ve helped

Insurance policy document automation


Transform challenges and delays into a flawless customer onboarding journey with a low-code, template-driven document generation system tailored for excellence.

Do your customer onboarding processes lack consistency and personalisation?

The initial steps with a new customer – from providing quotes to sending welcome letters – are critical in setting the tone for the entire customer journey. Yet, these steps are often fraught with documentation inconsistencies, delays, and a lack of personalisation. Traditional systems, constrained by their inflexibility, struggle to keep up with the dynamic needs of diverse customers.

Get customer centric

DocFusion stands at the forefront of redefining customer onboarding and servicing. With our advanced, low-code platform, each step of the onboarding process is tailored to be timely, compliant, and above all, centred around the customer.

DocFusion facilitates seamless onboarding

Quote generation

Produce accurate and timely quotes that cater to each customer’s specific needs.

Dynamic onboarding forms and contracts

Adjust and auto-populate essential documents, ensuring a smooth and efficient onboarding process.

Automated welcome letters

Personalised and timely welcome communications to make every new customer feel valued.

Consistent customer communications

Maintain consistent branding and messaging across all customer letters and communications, ensuring clarity and building trust.

 Streamline document creation. Ensure compliance. Unlock new levels of efficiency.

A step-by-step of automated document generation.

Elevate your onboarding experience

Connect with our DocFusion experts to redefine your customer onboarding and servicing processes. Make every interaction count.