Policy Fulfilment


Through the use of the very latest technology we are able to process most types of data. Once data has been validated and imported into our database your client documents are efficiently printed and posted or the customer can gain access to all their documents via a secure customer portal/account. We can process data directly via web services from your systems or alternatively we can provide data capture facilities and web applications. All services can be provided white labelled to your required brand identity. Where you wish us to hold the master client data we will provide insurer access to our servers.

The new Insurance Distribution Directive (IDD) legislation which comes into force from October 2018 requires all insurers to offer both paper based and e fulfillment options at the point of sale, our systems can accommodate both these scenarios allowing you to evidence document delivery to the policyholder.

Our customer portal/account facility allows policyholders to access their documents and policy details in a highly secure manner using the latest multi factor authentication processes. This is a method of confirming a user’s identity in which a user is granted access only after successfully presenting 2 or more pieces of evidence (or factors) in our case the policyholders email address is verified at first registration and each time the customer accesses their account they will be text a four digit security code to their mobile phone to enable access to their account.

The use of email attachments for the delivery of customer policy documentation is no longer an option for insurers looking to comply with GDPR and protect their customer data appropriately.

In today’s world of increasing digital crime and internet fraud many people will be highly familiar with the importance of online security, logins, usernames and passwords. Utilising the Cavere systems will give your customers greater piece of mind in knowing that their data is safe in your hands.

Speak to us about your specific or bespoke requirements today

Call for further information on any of our services +44(0) 1904 476090

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