OCC Bro 2025 v5 - Flipbook - Page 4
CLIENT JOURNEY
CHECK.
• STEP 1.
The client receives an email link from you to simply click your AI platform
iFrame link and follow the process. By clicking the link, they are
automatically agreeing to your T&C. They complete the process
interacting with the AI prompts & their assessment & reports are auto
generated within your platform ready for review and processing.
Alternatively, you can add an AI generated form code into your website
and have potential clients instantly onboard from there. Then choose
the financial product you have added and easily complete the process.
All reports & eSigned LOA’s are auto added to the platform for your staff
to review and process with a click directly to the provider or insurer.
CONFIRM.
• STEP 2.
The AI software platform quickly & easily scores the completed client
complaint & claim generating a detailed compliance report, with LOA’s.
Evidencing & listing any compiled "Red Flagged" issues that have been
highlighted as potential regulatory breaches for overcharging,
misleading or mis-selling practices. For Personal Injuries the process is
similar but relates entirely to the clients PI issues and claims. Quantum
of claim & success ratios are also generated.
CLICK & CLAIM.
• STEP 3.
All the generated reports are automatically stored & accessed from your
Platform dashboard. They are now ready for review and automatic
processing, directly from the platform by your staff.
With a single click, client cases are instantly time stamped & processed
directly to the named bank, lender or provider or insurer in "Real-Time"
as fully evidenced financial complaints & claims.
OCC | 4
