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Professional Services
Flexible implementation services with deep insurance and financial services expertise. From discovery workshops to go-live support, our team ensures your document automation solution delivers results from day one.
Trusted by 120+ Insurers and Banks
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Flexible Services to Fit Your Needs
GhostDraft’s dedicated teams provide years of experience and a deep understanding of document automation for regulated industries including insurance, banking, legal and financial services.
Self-Service
Empower your team to take full control with tools, training, and support to manage your customer communications independently.
Project Service
Partner with GhostDraft document automation experts for projects, integrations and implementations tailored to your business goals.
Managed Service
GhostDraft manages all your customer communications needs, ensuring rapid implementation and reliable ongoing management.
Rapid Implementation Process
GhostDraft follows a proven 4-step process to ensure rapid implementations that enable customers to begin building better customer communications in under 90 days.
Design
Design
Our experienced teams work with you to customise your document requirements, discuss deadlines, and develop a detailed project plan. During this phase, we deliver document design specifications to ensure your long-term Customer Communications Management success.
Build
Build
During the build phase, our team develops a unique cloud-based solution for your business by connecting data feeds, crafting customised workflows, and creating customer-facing documents and templates.
Test
Test
We test performance by implementing CCM scenarios and workflows to guarantee satisfaction. Our agile testing method allows for flexibility and ensures all design requirements are met.
Publish
Publish
As a final step, we test all system applications to run higher volumes of data and push the application into production. With full access to the GhostDraft CCM suite, you have all the tools you need to leave a lasting positive impression on your customers.
Built for Ease. Backed by Support.
GhostDraft is designed for ultimate ease-of-use and reliable support throughout your entire experience. Our intuitive software helps you quickly create documents and personalised customer communications — with 24/7 expert support available when you need it.
Education
Training programs designed to empower your team and accelerate your success with GhostDraft.
- Group and 1:1 training
- Self-paced e-learning courses
- Certification programmes
- Interactive projects to use in your production environment
24/7 Support
Local expert support to keep your operations running smoothly.
- 24/7 technical support
- Dedicated account & support teams
- Support available via email, phone, and ticketing portal
- Access to a searchable Knowledge Base and Help Center
- Detailed documentation and release notes for new features
Integrations
Rich API integrations with core systems and third-party tools to streamline your operations.
- Pre-built integrations with leading core systems
- Custom API connectivity
- Implementation support and configuration
- Ongoing integration maintenance
- Data mapping and testing assistance
Proven Results from Product Lines to Enterprise Implementations
Trusted by over 400 organisations globally, including 120+ insurers and banks. Proven at South Africa's largest insurers with 100% implementation success.
100
%
Implementation success rate
<90
Days to go live
98
%
Customer satisfaction with onboarding and support
24
hours
24/7 Local support in South Africa
Frequently Asked Questions
What types of professional services does GhostDraft offer?
We offer three flexible service tiers: self-service, project-based services, and fully managed services, all designed to fit your internal resources and business goals.
How do I know which service package is right for my organisation?
Our team will work with you to assess your needs, team capacity, and timelines to recommend the best-fit service model.
What’s included in GhostDraft’s managed service offering?
Our managed service includes full support from GhostDraft document automation experts who handle implementation, updates, testing, and form management — so you can focus on your core business.
Can I switch between service models as my needs change?
Yes. GhostDraft offers flexibility to scale your service level up or down as your team and priorities evolve.
Which industries benefit from advanced document automation?
Industries that send customer communications requiring personalisation or generate complex documents — such as legal agreements, policy documents, or financial statements — benefit most from document automation. Key industries include insurance, banking, wealth management and legal services.
How long does it take to implement GhostDraft?
The average time to go-live for a line of business is 90 days or less. Our 100% implementation success rate includes enterprise implementations at South Africa's largest insurers.
How does GhostDraft 360 integrate with existing systems?
GhostDraft 360 integrates with existing policy administration, CRM, core banking and claims systems through a rich library of RESTful APIs. Our domain model architecture ensures templates remain stable when underlying systems or data sources change, eliminating costly template redevelopment during upgrades or migrations.
Is my data secure with GhostDraft?
At GhostDraft, protecting our clients’ information is fundamental to how we operate. GhostDraft is SOC 2 Type II certified. The platform does not store customer data, and all data is encrypted during transit.
Let's Discuss Your Document Automation Needs
Ready to digitally transform your customer communications? GhostDraft delivers end-to-end implementation support, from discovery workshops and template migration to go-live and beyond.
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