Digital Enrollment
General Industry
Overview
Automate customer enrollment with a digital self-service experience that lowers overall cost to serve and accelerates time to revenue. Trigger this experience through a weblink sent via email, SMS, or QR code, an IVR system (e.g., Genesys, Five9), system of record (CRM), or through an existing mobile app. Customer intake information is then sent back to core systems, like your CRM.
In this experience, look for:
- Reflexive form fields (dynamically adjust questions based on user responses)
- Payment setup
- eSignature for accepting consent or terms and conditions
- Opt in to SMS messaging to receive enrollment confirmation and updates
- PDF download of submission for receipt (initiate a variety of PDF operations, including create or merge PDFs, map user inputs to existing PDFs, convert HTML to PDF)
- CSAT survey
How it works
Multi-entry triggers
Integrate with IVR systems
Pre-fill customer inputs
Digitally capture information
PCI-compliant payments
Send real-time updates back to systems
Proactive SMS notifications
Featured resources
Case Studies
SkipTheDishes Case Study
“Airkit provided us with an automated and digital onboarding experience for our partners by integrating with Salesforce.”
Case Studies
MetLife and Airkit: Enhancing the Customer Experience through Digital Implementation
How Airkit enabled the insurer to iterate on its experience based on customer feedback quickly and efficiently.
customer experience
Airkit for Automated Enrollment
Fortune 500 companies and leading enterprise brands rely on Airkit to transform complex, error-prone paper processes into self-service digital journeys. Learn more about how Airkit onboards customers faster.