Centralised Management of Applications & Customers

Streamline your process with an automated workflow

Customer Management

Let us build your bespoke application to handle all your applications, policies and customers in one place. We can automate your workflow by providing a CRM system unique to your business.

  • Application Management
  • Manage Customers & Vendors
  • Manage Renewals
  • Rate Calculations
  • Cover Note Issuance
  • Immutable Document Storage

Digital document & Certificates of Insurance

We can generate immutable documents including Certificates of Insurance

Document Generation

Automate the storage and delivery of documentation and deploy electronic signature collection. Bring the power of automation to your business with the ability to integrate with 3rd party systems.

  • Centralise storage of all documentation
  • Automated delivery of all documentation
  • Integrate Electronic Signature Collection
  • Improve customer service while reducing administrative costs.

Provide your customers with a unique user experience

Improve customer service and reduce administrative costs

Self Serve Web Portal

Reduce the administrative burden of processing applications by deploying a custom web portal allowing customers to not only apply online but to monitor their applications and view policy documents.

  • Client facing web portal
  • Automate online applications
  • Allow customers to monitor their online applications
  • Allow customers to view/download policy documents
  • Improve customer service and reduce administrative overheads

Who we work with

Don't take our word for it, take theirs.

“When we moved warehouse, we asked Synergi Tech Ltd to help design a new Stock system that would be bespoke to CBF Storage. We are delighted with the new software and would say it has cut our admin time by 50%”

  • RJP Marine
Read the case study

Trusted by businesses of all shapes and sizes. Ready to see how we could help?

Yes, let's do it!