Virtual Onboarding
What is Virtual Onboarding?
To cater the increasing demands on the virtual meetings for insurers, SDS team offer HKFI approved virtual onboarding - one of the authorised solutions for insurers to conduct meetings or even signing legal documents online.
What does it provide
A Unique Customer Landing page
IP checking, questioner (optional), log-in & real time result-viewing feature
Agent Post-meeting Page/Admin Compliance Page
To record meeting info such as the policy number, remarks, etc
API Meeting Information Collection
To regularly obtain meeting information from the platform