Client Management
Revver creates an organized hub for storing, managing, and collaborating with clients. We help financial teams, accounting firms, healthcare providers, insurance agencies, and more facilitate two-way sharing of information, making document work easy for all parties.
EXPERIENCED ALLY
We find great purpose helping our customers serve their customers. For over 20 years we’ve facilitated great document work between our clients, and we’re ready to help you as well.
EASILY SHARE AND GATHER INFORMATION
From gathering information from clients to sharing important updates, Revver provides the tools to organize, find, and collaborate with clients on document projects.
What
Revver creates a hub where all client documents are securely stored, all document work is automated, and compliance, governance policies, and best practices are adhered to.
Why
Good client management depends on providing exceptional service. Revver turns burdensome, time consuming document work into powerful sources of growth, so you can focus on providing exceptional customer service and powering growth.
Pain Point
REVVER MAKES WORKING WITH CLIENTS EASY
From gathering, sharing, storing and collaborating on documents, Revver facilitates client work on documents. Our solution is designed to make document-dependent work easy in client facing industries.
Insurance Agencies
Revver helps insurers by gathering documentation automatically, extracting new customer information from documents, and storing files securely and compliantly, so insurers can focus on meeting the needs of their clients instead.
Business Accounting
Revver facilitates secure document collaboration, especially when it comes to financial documents, so you can focus on financial analysis rather than document management.
Healthcare Providers
Centralizing patient information, processing intake forms, providing caretakers with key files, and HIPAA compliance is easy in Revver, so you can make your patients the priority.
Family Services
Managing mountains of paperwork takes key time away from productive case work. Revver automatically gathers, organizes, and shares documents to the appropriate parties, helping you focus on far more important work.
KEY PRODUCT FEATURES
Turn client management pain into productive avenues for getting work done.
Consistent and Secure Organization
Create templates that automatically organize customer documents consistently. It’s easy to organize customer data, so you and your clients can rapidly find what you need.
Automated Document Key Requests
No more information gathering via email. Request specific documents or forms from clients that are automatically completed, saved, and uploaded to the right location.
Secure Sharing with Client Portals
Create shared locations where any documents can be easily shared and searched for, so you can facilitate collaboration on document-dependent work with clients.
Governance and Compliance
Set security for internal and external parties, ensuring that only approved parties have access to your clients valuable data.
