Without DossKit™, you and your private client face tedium, confusion and friction. With it, you have convenience, efficiency and delight. Thousands worldwide are using it.
Why a Dossier Builder for Private Clients?
With DossKit, suddenly everything 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 private clients, we developed DossKit™, and it has helped concierges, agents and brokers worldwide to vastly improve their private client engagements.
For agents and clients, DossKit means the end of clunky competing documents, illegible writing, competing faxes and arcane checklists. DossKit™ reduces that 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 delivers a branded, private collaboration experience. Clients use it to collaborate to assemble detailed needs, interests, requirements, itinerary and more. 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: A Dossier Builder for your Clients
How DossKit builds Loyalty and Revenue
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