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How can insurance client onboarding automation help you grow your business?

Client onboarding automation is like hiring someone to manage your client information and forms collection. Now you can automatically collect proposer's information and generate pre-filled, branded, compliant and signed insurance proposal forms.

"No more wasting money chasing clients for forms, incomplete and incorrect data"

Automatically collect insurance proposals on all your existing channels

Make your clients' lives easier and let your brand shine with an intuitive and guided insurance application experience on mobile, tablet, and desktop devices.

Mystro pre-configured insurance proposal apps seamlessly integrate with all web, email and marketing channels you're already using.

Send requests to clients via Mystro Dashboard
Seamlessly integrate with your website
Include a link in your marketing campaign

Generate Pre-Filled PDF forms

Branded PDF documents are automatically generated, populated with proposer's information and digitally signed. All automated - no third party solutions required.

Branded and compliant proposal forms
Automatically signed by all parties
Ready to be submitted to insurers

Achieve Fast Turnaround

Make your clients and insurers happy with clean and quality data. Quickly review, reject any question, let your clients make corrections and digitally re-sign corrected proposals on any device.

In-built data validation
Ensures all required fields completed
Simple error-correction workflow

Send Renewals

Request policy renewal forms with a click of a button or via API integration with your CRM.

Proposers will review their information, make changes and digitally sign renewal forms.

No need to re-enter client information
Clients simply review their data, sign and submit
Happy clients - fast turaround

Automate Email & SMS Notifications

Keep client's communication channel open and stay compliant with automated, fully configurable, white-label email and SMS notifications/reminders.

Email and SMS notifications
Reminders to complete proposals or submit documents
White label Email and SMS

Insurance Forms Solved

Solve all your insurance forms issues right now. Instantly start collecting proposals with pre-built forms designed by Australia's leading insurance brokers, experts and insurers.

Business Pack Proposal

Automatically Collect Business Pack Insurance Proposals and generate re-filled proposal PDF form ready to be submitted to insurers

Cyber Insurance Proposal

Collect proposer's information and generate branded and compliant Cyber insurance proposal PDF form.

Public and Product Liability

Collect proposer's information and generate branded and compliant Public and Product Liability insurance proposal PDF form.

Management Liability Insurance

Collect proposer's information and generate branded and compliant Management Liability insurance proposal PDF form.

Professional Indemnity For Accountants

Collect proposer's information and generate branded and compliant Professional Indemnity For Accountants insurance proposal PDF form.

Professional Indemnity For Brokers

Collect proposer's information and generate branded and compliant Professional Indemnity For Brokers insurance proposal PDF form.

Professional Indemnity For Construction Consultants

Collect proposer's information and generate branded and compliant Professional Indemnity For Construction Consultants insurance proposal PDF form.

Real Estate Agents / Business Brokers

Collect proposer's information and generate branded and compliant Real Estate Agents / Business Brokers insurance proposal PDF form.

Technology Insurance Proposal

Collect proposer's information and generate branded and compliant Technology Insurance proposal PDF form.

Medical Indemnity

Collect proposer's information and generate branded and compliant Medical Indemnity insurance proposal PDF form.

Single Project

Collect proposer's information and generate branded and compliant Single Project insurance proposal PDF form.

Recruitment and HR Indemnity

Collect proposer's information and generate branded and compliant Recruitment and HR Indemnity insurance proposal PDF form.

Architect & Engineers Indemnity

Collect proposer's information and generate branded and compliant Architect & Engineers Indemnity insurance proposal PDF form.

Medical Malpractice Insurance

Collect proposer's information and generate branded and compliant Medical Malpractice insurance proposal PDF form.

Life Science Insurance

Collect proposer's information and generate branded and compliant Life Science insurance proposal PDF form.

The tools you need for modern insurance client onboarding

Interview-style forms
Collect client information with intuitive conversation-style forms and a beautiful white labelled client onboarding portal.
Document generation
Automatically generate branded proposal forms ready to be submitted to insurers.
Capture electronic signature
Let clients and other stakeholders review and sign documents on their mobile phones, tablet, or computer.
Supporting document collection
Automatically generate document checklists and collect supporting documents with industry-leading document collection tools.
Email & SMS notifications
and reminders
Automatically notify and update your clients via email and SMS.
Client SMS authentication
Your client portal is secured with time-limited SMS pin authentication.
Integrations
Integrate and export to third-party systems via direct integrations, Zapier, or API.
Advanced custom branding
Customise client experience and forms with your logo, colours, images and videos.
Teams
Maintain a birds-eye view across the entire organisation. Assign applications to the team members to streamline data collection workflows and collaboration.