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  • Leading Document Collection

    We can offer one of our standard services, or any type of bespoke collection for individual requirements.

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  • Digital Signature

    We have developed a truly groundbreaking mobile application that enables our agents to carry out their work faster and more efficiently than ever before.

  • Easy Case Monitoring

    Track your cases in real time with our user friendly interface

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  • Energy Performance Certificates

    Just EPC is the one of UK's biggest and well known network of Domestic and Commercial Energy Assessors. Just EPC offer a direct booking platform for EPC, Green deal and Validation surveys.

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  • National Coverage

    We have over 1000 agents providing around the clock service covering the UK and Northern Ireland.

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How Our System Works

Collect a Case have developed a full Digital appointment management system that will allow you to book your own appointments in real time and will even tell you the name of the agent that will be visiting your client. From this platform you can also complete the following:

Track the status of your documents, add your documents for the Document Field agent to print, add reminders tasks and notes, communicate directly with the attending Document Field agent, cancel appointments and add new times and dates.

1. First Step

  • Log on to the Collect a case system
  • Whilst booking an appointment, we’ll show you live Document Field Agent availability, making it easier to confirm the slot and which agent will be attending.
  • Select what documents you require collecting (if client documents are needed)
  • Text, email and mobile app notification (CCGO) sent to the agent with the allocated job
  • Text and Email confirmation sent to your client
  • You’ll also receive email confirmation, then you can track the progress of the Document in our case history on individual cases.

2. Second Step

  • Our client confirmation process (if requested) gives you the opportunity to allow our Collect a Case contact centre to call your client to confirm the time, date and address. We’ll also reiterate what supporting documents you require and signatures you need.
  • If an appointment isn’t confirmed we’ll a send Text and an Email to your client and to yourselves informing you of this. You’ll be able to track the process of the appointment and documents using the icons (Please see our Collect a Case Easy Case Monitoring page)
  • We also have options for you to allow auto confirmed appointments. This is an excellent tool to use, especially if you require no contact from Collect a Case with you client.

3. Third Step

  • Your Client will sign your documents or sign our digital signature portal (CCGO) and provide any documents required to our agent, the system will be updated within 2-4 hours after appointment time.
  • Under rare circumstances a Client won't sign, our Document field Agent will call Collect a Case to discuss the reason. We’ll then act on this by transferring the Agent through to you.
  • This also applies if the client isn’t in. Our agent will inform Collect a Case, and we’ll attempt to call the client on numbers provided, and if we’re unsuccessful we will inform you and take a photo of the client’s front door.
  • You’ll receive email notification on any situation, during this process

4. Fourth Step

  • Your Client will sign your documents or sign our digital signature portal (CCGO) and provide any documents required to our agent, the system will be updated within 2-4 hours after appointment time.
  • Under rare circumstances a Client won't sign, our Document field Agent will call Collect a Case to discuss the reason. We’ll then act on this by transferring the Agent through to you.
  • This also applies if the client isn’t in. Our agent will inform Collect a Case, and we’ll attempt to call the client on numbers provided, and if we’re unsuccessful we will inform you and take a photo of the client’s front door.
  • You’ll receive email notification on any situation, during this process

FOR A SYSTEM DEMO, PLEASE CALL

01625 813380


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Profit calculator

Use our Additional Income Calculator to see how much money you could add to your bottom line. Just fill in the required fields and press calculate!

Additional Income 100% Home Visit

Commission using post only:

£0.00

Conversion Rate

Conversion %:

85%

Commission using Collect a Case after costs

£0.00

Additional Monthly income:

£0.00

Additional Annual Income:

£0.00