Automate Manual Processes and Provide Superior Customer Experiences

Build tools that manage risk and compliance,
triaging, and empower your staff to self-serve
knowledge while removing key person risk and
the headache of legacy systems

How We Can Benefit Financial Services

Maximise Efficiency in Internal Business Operations

Drastically Reduce Human Errors

Spend More Time On Things That Actually Matter

Elevate Your Customer’s Experience

Some Powerful Features You Can Use

Compliant Design 

Automatically tailor claims and reporting documents to ensure they appropriately comply to standards

Automated Documents

Automatically generate completed documents that typically are created manually from templates

Calculation Tool

Automatically calculate insurance needs and generate quotes for customers

Decision Tool

Codified factors, rules and decision-tree logic to guide users to a standardised, accurate outcome

Here’s How We’ve Helped Our Customers

Global Insurance Company Chooses Checkbox to Design and Automate Disclaimer Statements

How Checkbox Empowers One of Australia’s Big Banks Through Product Change Submission Guides

Policy Renewal Example

Build and deploy customer-facing tools such as self-serve broker tools for policy renewal like the one shown here.

Have a Problem You Want to Solve?

Tell us what you are hoping to accomplish and how we can help automate the way your team and business operates.