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Cross-Sector / Enterprise FintechCustomer & SalesCustomer Communications Management (CCM)

Top Down Systems

SaaS customer communications management platform for creating, managing, and delivering compliant correspondence

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Overview

Top Down Systems Corporation provides INTOUCH and CLIENT LETTER, customer communications management (CCM) software solutions designed for insurance, financial services, and health payer organizations. The platform enables business users to create, edit, preview, and send personalized communications across mobile, web, email, and print channels from a single design environment, with built-in compliance tracking and approval workflows.

The software integrates with core back-office systems including policy administration, claims management, and billing systems using open standards. Features include multi-recipient correspondence with unique cover letters, automated follow-up communications based on customer actions, and the ability to personalize content based on customer preferences and previous engagements. The solution is offered as a SaaS platform focused on reducing time-to-market for new communications while maintaining compliance and brand consistency.

Key Features

  • + Unified designer for creating content across mobile, web, email, and print channels
  • + Business-user editing with compliance officer approval workflows and audit trails
  • + Multi-recipient correspondence with unique cover letters per recipient
  • + Automated follow-up communications triggered by customer actions
  • + Integration with policy administration, claims, and billing systems via open standards
  • + Personalization based on customer preferences and engagement history

Integrations

Policy administration systemsClaims management systemsBilling systemsDigital asset management systems
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