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Features

Self-Service Portal

Ensure a smooth onboarding process by allowing your customers to submit their own information at their own pace.

Self-Service Portal

While customer information can be inputted and compiled by an agent at your end, you can also ask customers to enter their own details in their own time by inviting them to provide the required documents and information through the secure self-service portal web interface.

This helps ensure a smooth onboarding process and a positive experience overall.

Just send an email to your customer requesting them to upload information to the portal, and then review this information before this is added to the customer profile in InScope.

Screenshots


Send form to customer to enter their details

Accept changes submitted by customer