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FirstBest Partners with GhostDraft to Offer Custom Quotes, Proposals

Staff Writer | June 23, 2016

FirstBest Systems and GhostDraft announce a partnership that enables FirstBest customers to quickly and accurately produce custom quotes and proposal documents using GhostDraft’s customer communications management (CCM) platform.

“The insurance market is undergoing rapid change, and our customers need every edge they can get to respond to new challenges and opportunities. We wanted to provide an enhanced system that would give them complete control over their communication with customers during the underwriting process. CCM is now table stakes for commercial P&C carriers.  GhostDraft will help us deliver a best-in-class solution,” says John Belizaire, CEO, FirstBest Systems.

With GhostDraft, FirstBest customers can create custom documents for their individual prospects and policyholders. The system uses a plain-language model that includes all the data elements required to populate a typical quote or proposal. Insurers’ business users can also create templates that automatically compose any number of documents tailored specifically to each individual prospect.

“As we travel around the market and meet with insurers and solution providers, we continue to hear that the customer experience is a top priority. Documents are the ‘last mile’ to the customer, and a one-size-fits-all quote or proposal sends the wrong message. We’re thrilled that FirstBest chose us to help their customers create clear, compelling and customized documents,” says Kurt Jackson, executive vice president of sales and marketing at GhostDraft.     

Executives from both companies cite a close cultural and technological alignment as a major factor in the partnership agreement. Both companies are dedicated to the insurance market and provide systems that can be set up and managed without the need for deep technical knowledge or skills.

Customers will be able to license GhostDraft software directly from FirstBest, and the two companies will work together on implementation. 

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