Case Study: monservicePRO saves 5 days per month on loan applications with Clustdoc

monservicePRO saves 5 days per month with Clustdoc

monservicePRO, a small French insurance brokerage, was struggling with inefficient manual processes for managing high volumes of loan applications. This led to wasted time on administrative tasks, decreased client engagement, and operational risks. They needed a dedicated tool to automate these manual processes and provide a custom interface for collecting information and documents, which led them to the Clustdoc platform.

By implementing Clustdoc's all-in-one client onboarding solution, monservicePRO gained a robust system to build personalized digital checklists and automate repetitive tasks. The results were significant, with the team saving 5 days per month on application management, doubling their productivity, and now managing 80% of their tasks through Clustdoc. The vendor's solution provided real-time visibility and a frictionless onboarding experience, which monservicePRO now uses at every level of its client relationships.

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