Updraft client: FNB

First National Bank

Industry

Financial services and insurance

Challenge

FNB’s specialist legal call centre required a solution which could quickly produce legal contracts, legal advice packages and litigation documentation to support the services offered under its legal insurance products.

Solution

  • For this solution, Updraft provided its legal expertise and suite of automated legal templates. When deployed together with Updraft’s document generation capabilities in the context of a pressurised legal support call centre, the solution drastically reduced drafting turnaround times, ensured a consistently high standard of professional advice and greatly expanded the range of services that could be offered through the call centre.
  • Updraft’s case management functionality came standard, with detailed reporting, performance management and analytics.

Result

The system is very easy to use, specifically in a customer contact centre such as ours. It takes only a few minutes to produce a contract that complies with all current and applicable legislation. The support from Updraft is great, and contracts and questionnaires are regularly updated.

Tertius Bossert
Operations Manager, FNB Insurance (Law on Call)