Without DossKit™, you and your clients face tedium, confusion and friction. With it, you have convenience, simplicity and delight. Thousands worldwide are using it.
Why a Dossier Builder for Private Clients?
With DossKit, so much more is possible.
As a trusted partner to leading private client services, we have learned that discerning clients expect – and reward – reliable, discrete, personalized performance. They reward you, their trusted agent, with referrals, upsales, gratuities and repeat business.
To support our clients in their agent roles, we developed DossKit™, and it has helped concierges, agents and brokers worldwide to vastly improve their private client engagements.
For everyone, DossKit elegantly ends the hours of clunky competing documents, illegible writing, competing faxes and arcane checklists. DossKit™ reduces all that expense, risk, tedium, confusion and waste. DossKit also provides new insights to your business as it elevates the collaboration experience for everyone involved – agent, client, captain, chef, crew, concierge, partner, and more.
DossKit™ Delivers a Rich Customized Dossier Experience
With DossKit’s included Dossier Builder, each agent can give their client a branded, private collaboration experience. Clients can then use it to assemble detailed needs, interests, requirements, itinerary and other pertinent details. DossKit neatly compiles all the client’s credential, itinerary, medical, culinary, activity ideas and requests into a single professional folio, improving efficiency while elevating your business reputation.
Click the “Sample Dossier” button below to see an example completed by a client using DossKit’s included Dossier Builder. It neatly compiles multi-party entries into an attractive report, organized to selectively e-share relevant portions with key partners – agent, broker, captain, pilot, chef, steward, concierge, partner, and others.
Try it Yourself – free: A Dossier Builder for your Clients
How DossKit builds Loyalty and Revenue
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