+27 (0)11 784 4418 [email protected]

Customer Onboarding

A sophisticated onboarding journey for customer data capture, validation and digital negotiation

Key Features


Automate your Workflow

Allow customer identity risk mitigation to occur smoothly, leveraging modern communication channels and devices.


Integrate and Enrich your Data

  • Integration with other apps is simple.
  • Further enrichment of optimised data structures initiated in the Customer Onboarding process, to continue the expansion of the Digital Customer Record
  • Our applications are API-first and allow for seamless third-party integration – so your underwriters and brokers can make fully-informed decisions without the effort of traditional data collection


Digital Customer Record

  • Modern, intelligent and comprehensive customer onboarding flow, as well as digital policy negotiation, data enrichment, document generation, and proof-of-life capability.
  • Optimised data structures for Policy, Customer, Acquisition Journey and Communications tracking – enabling the fulfilment and enrichment of a Digital Customer Record.
  • All information is stored securely in one place.
  • Automates the processes from the mobile contract entry, to the extraction and transmission of contract data.

Powered by OutSystems Low Code Platform

Our products are accessible anywhere, adapt with your customer needs and fit seamlessly into your environment

Multi-touch Experiences

Providing the Insured Experience across all devices and platforms

Fast, Continuous Delivery

Adding your requirements in weeks with the agility to change as your business adapts

Modern Technology

Extend and future-proof any existing policy/claims management ecosystem

Skills Independent

A Low Code Platform turns the average skill set base into a digitisation powerhouse

+27 (0)11 784 4418
[email protected]


Block F, St Andrew's Office Park, Meadowbrook Ln, Bryanston, Johannesburg, 2021, South Africa

Copyright © 2021. Platform Evolution (Pty) Ltd - OutSystems Partner in South Africa - Registration No. 2012/131005/07

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