Vistre delivers ready-made customer portals which can be styled in-line with your branding. The direct customer portals allow you to deliver any of your schemes as a direct-to-consumer (DTC) product.
Easily embed the portal within your own website for a seamless customer experience.
Your website proposal form inherits the proposal form questions already defined for your scheme but with customer focused styling.
Re-use some or all of your scheme questions for your direct channel customers or define new ones.
Setup multiple portals for separate schemes and apply different branding to each.
Accept instant payments from customers through built-in payment processing from Stripe.
Leverage built-in email workflows to reach customers for referrals, renewals and quote abandonment.
Decide which policy documents customers can see at quote or separately at payment stages.
