LikedIn

Got a Question?

Got a Question
cloudcloud

CasePRO™ Resources »

Customer Care

After six months customers are invited to join the Customer Care Plan.

What is the Customer Care Plan?

After your first six months, each year will we give you eight hours of free dedicated CasePRO™ time. There are several ways you can use your allocation.

Each month we will provide you with a breakdown of how you have used your customer care hours and also some suggestions on how you can get the most out of this time.

What does it include?

CaseProTM Tidy Up

Let us do a review of any aspect of your CasePRO™ system that you think may need improving. This could include:  

  • A review of organisational processes and suggestions for adapting CasePRO™ to help improve these.
  • An analysis of how you use the standard letters, emails, SMS functions and the benefits of using these.
  • Evaluation of how you collect and use data and the best way to set up your data capture screens with validation.
  • How to manage your CasePRO™ database and how much data you are holding.
  • If you’re business is going through a period of growth or change, we can make suggestions working with your CasePRO™ system administrator to help with changes.

Education & Training

If you are thinking of launching CasePRO™ into a new business area or want to improve the existing system. Let us know which area of CasePRO™ you want to learn more about and we can set up a webinar for up to 3 people at a time. Or we can create a short educational video to talk you through it.

Supporting Documents

Alternatively we could put together a brief training document for you on any area of CasePRO™ you like tailored specifically for your organisation.

Training & Re-Training

Use your customer care hours to train new staff or retrain existing staff. We will discuss your training needs with you to create a tailor made, remote access training session.

shading

Want to see CasePRO in action?

See CasePRO for yourself
shading

Your paperless office guide

Download Your paperless office guideobject shadow

Download the CasePro Brochure

Download Download the CasePro Brochureobject shadow

What Our Customers Say

Network Data Limitedobject shadow

Network Data offer a Network Solution to support intermediaries in the mortgage and insurance market, and use CasePRO™ to drive their mortgage and secured loans packaging operations.

"Having researched many alternative solutions, we chose CasePRO™ for it's proven reliability, its flexibility for customisation, and its compatibility with our point-of-sale mortgageLink sourcing system.

It provides Network Data with a fast-path route to the development of mortgage packaging software for roll-out to its Appointed Principles later this year.”
 

Network Data Limited

X

Please insert your name and email to download your free document:

X

Please insert your name and email to download your free document:

This website uses cookies to ensure you get the best experience on our website