From one-off chasing to portfolio-wide campaigns that close themselves.
Run portfolio-wide updates at scale. Track submissions, automate reminders, and maintain defensible audit records.
Summarize
Compliance obligations rarely apply to one customer at a time. They apply to a portfolio, on a deadline, with evidence required at the end. Running that through individual emails does not scale and does not hold up under review. Penbox runs it as a campaign.
Portfolio-wide, not case by case
Select the population, define what each customer needs to provide, and launch. Penbox handles the outreach, the collection and the follow-up across the whole portfolio at once.
Follow-up that does not depend on someone remembering
Response rates rise when chasing is systematic rather than manual.
Automated reminder sequences with configurable timing
Live view of who has responded and who has not
Escalation for non-responders after a defined period
Re-runs for a specific segment without starting over
Evidence ready before it is asked for
Each submission is stored against the customer with a timestamp and a full record of the exchange. The audit file builds itself as the campaign runs.
Other use cases
Claims management
A claim arrives as an email with two documents missing. Penbox turns it into a structured case, works out what is outstanding, asks the claimant for exactly that, reads the documents that come back, and hands your adjuster a file that is ready to assess. Your core system stays the system of record.
Underwriting and subscription
Collect, validate, approve, and sign in a controlled workflow. Shorter cycle times. Fewer errors. Clear accountability.
Customer servicing
Handle updates and renewals without email back-and-forth. Increase responsiveness while keeping every interaction traceable.