Your customer-centric, enterprise IDR/EDR complaints management solution
- ASIC RG 271 Compliant
- In-built AFCA EDR Processes
- ISO 10002: 2023 Compliant
- Powered by Salesforce
- Hosted in Australia
Is your current complaints management process disorganised, time consuming, and error prone? Complaints Pro for General Insurance is the solution.
- Managing complaints in a spreadsheet
- No clear structure or centralised workflow
- Few complaint capture channels
- Non-standardised processes
- Difficult and confusing reporting structure
- No birds eye view
- One uniform system
- Clear and simple self-guided workflows
- Compliant out of the box
- Multi-channel complaint capture
- Simple and easy to use reports and dashboards
- Fail-safe processes
- Role based privileges
Trusted by industry leaders
Streamlined Communication Management
Send and receive both emails and SMS directly from Complaints Pro, with email signatures and ‘from email address’, that reflect the brand the complaint is related to.
Intuitive Information Capture
Self-guided wizards make it easy to capture lodged as open and closed on first contact complaints, whilst ensuring all data required for compliance is collected. Also, with clever features like being able to drag and drop emails from outlook directly into a case file, gather evidence with ease.
Workload Tracking
Track open cases, investigations, and to-do’s by due date, severity, and other criteria. View items that need actioning in a variety of formats, including monthly calendar view, Kanban, and list/detail views.
Analytics and Reports
Provides interactive dashboards, an extensive report library, and ad-hoc report design tools with full drill-down support. Reports can also be delivered daily, weekly or monthly to your mailbox.
Case Management
Ensure streamlined end to end processing of all cases regardless of severity, whilst adhering to required SLA targets and other regulatory requirements, with key features such as:
- Role based privileges
- Evidence management
- Activity timeline: A real time transcript of every single action during the complaints management process
Add-ons
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Don’t take our word for it
"I have seen about 20 different Complaints Management systems in my time in the Financial Services Industry and Complaints Pro® is by far and away the best."
Some common questions
Yes, Complaints Pro for General Insurance is 100% compliant to all regulatory bodies that govern both the General Insurance industry and financial services industry as a whole.
Causia is responsible for keeping your system up to date with any and all RG 271 updates.
No. Complaints Pro for General Insurance has a one button ASIC IDR Regulatory Portal Report Extract. When combined with a reconciliation report, you get full visibility into your data before submitting the report to ASIC.
No, users only need a Complaints Pro for General Insurance license as it includes the Salesforce platform.
Complaints Pro for General Insurance can be implemented into your organisation in as little as 6 weeks, including full training.
Via the online support portal. Causia's customer success team are always ready to ensure that your questions are answered and everything is running smoothly, at zero additional cost.
Thanks to Salesforce, your data can be stored in your choice of secure Salesforce data centres worldwide.
Take a look at some case studies and related articles
The Ultimate Guide to RG 271
Overwhelmed by the chaos that is RG 271? We break down everything you need to know.
NRMA Case Study
Discover how Complaints Pro for All Industry provided a clean, simple, and futureproof solution to NRMA's complaints handling chaos.
Wesley Mission Case Study
Learn how Complaints Pro for Community Services standardised Complaints, Quality, and Compliance for one of the largest non-for-profit organisations in Australia.
9 Costly Mistakes in Complaints Handling
Discover the most common complaints management practices that could be critically effecting your company's performance.