Features
AI-powered draft of claims forms and correspondence
Policy contract analysis for compliance
Automated review and approval workflows
Real-time collaboration on letters (LetterGen)
Managed templates adjustable by claim type, coverage, state
Automated omnichannel delivery (email, print mail)
Delivery tracking and compliance audit logging
Version control and role-based visibility
Self-service template management (no HTML required)
Reduces drafting time by 65%
Automates up to 44% of correspondence
Configurable multiple review layers
Pre-fills details from claim notes
Syncs delivery details into claims systems
AI writing assistant for appeals and emails
Conversational reporting via natural language queries
Customizable donation forms with recurring gifts
Event management with online registration and ticketing
Text fundraising (SMS donations)
Grant management with basic tracking
Membership management with monthly billing option
Volunteer management and AI-powered scheduling
Marketing email builder and automated journeys
Reporting and analytics dashboards with personalized tiles
Data management: NCOA and duplicate matching
Major gifts guidance and tracking
Mobile app for fundraisers (iOS/Android)
