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Document Management

Offering access to good quality policy documentation via email, post and/or online portal can increase customer satisfaction and retention rates.

Transactor Document Manager allows users to create and edit a variety of policy documents which can then be printed, emailed, delivered via SMS or made available online via a user login feature

Documents are fully customisable and integrate seamlessly with the Transactor back office.

A full archive is created recording all documentation that is sent to the customer and automatically allocated to the policy record. When emailing documents users have the option of sending them either direct to the customer or to a handling broker.

Testimonials

  • "We looked into many different options and found Transactor to be the perfect solution. The software is totally flexible and has been configured to our requirements."

    Carl Pickett, Adrian Flux Group
  • "Transactor has been a vital partner in ensuring that our desire to push the boundaries of giving customers clear and transparent feedback could be realised"

    Ed Rochfort, Carrot Car Insurance
  • "Transactor helps us keep firm control on business processing costs through the use of modern technology"

    Peter Wilby, Caravan Guard
  • "The investment in our new IT infrastructure means that we are now able to provide the right platforms to improve our overall service to Members"

    Peter Beaumont, Cornish Mutual
  • "Transactor will enable us to implement and grow a customer-focused distribution strategy as we aim to become the UK’s leading specialist insurance services provider"

    Derek Coles, Ryan Direct Group
  • "Transactor is intuitive and straightforward to use, and from a management perspective Transactor gives us maximum control with minimum effort"

    Paul McCracken, Freeway Insurance
  • "The quality of our latest release, the frequency of communication and the speed of error fixes was astounding!"

    Donna Swift, Intelligent Insurance
  • "Our relationship with TGSL is a partnership in every sense and together we strive to develop a unique IT solution for our specific needs as an MGA"

    Michael McKee, MIDAS
  • "We needed a provider which could match the ambition of our business whilst helping us to improve the service we offer to our clients"

    Paul Ames, Regis
  • "We chose TGSL for their flexibility, professionalism, proven scalability, experience and understanding of volume and niche motorcycle insurance requirements"

    Dave Bowcock, Principal Insurance
  • "With Transactor we have a technology partner that has demonstrated the expertise, commitment, and vision to help us achieve our objectives."

    Mike Daly, Sky Insurance

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Latest Events


BIBA 2017
We had a great time at BIBA 2017. Thank you to everyone who visited our stand! [...]

BrokerFest 2017
Transactor is pleased to be sponsoring Broker Fest 2017, a brand new experience for the UK broking community. [...]

Broker Expo 2016
At Broker Expo this year we demo'd our latest UX for Version 7 and had some great feedback from brokers! [...]

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