From intent to enrollment: a digital journey to contract dental care.
Wetok developed a portal and backoffice for Sorriden to connect plan selection, personal data, dependents, validations, payment, contractual acceptance, proposal and operational tracking.
guided flow for plan enrollment
CPF, age, ZIP code, dependents and acceptance
card, boleto, gateways and recurrence
status, reports, dashboards and integrations
Contracting a dental plan involves more than filling out a form.
The enrollment journey needed to reduce friction for the customer and at the same time give internal control to validate data, record acceptance, process billing, create the proposal and follow each stage until operational activation.
The solution connected portal, API, backoffice and auxiliary services so the digital sale could be treated as a complete, traceable operation.
Turning digital sales into a traceable operation.
The solution needed to connect personal data, dependents, plan, payment, proposal status and administrative systems without losing governance.
Portal, API, backoffice and services working together.
The solution was built to connect the contracting experience with the systems that sustain billing and operational activation.
Enrollment
Guided flow for plan selection, holder data, dependents, address, payment and contractual acceptance.
Validation
Rules for CPF, age, duplication, mobile phone, ZIP code, birth date, card and plan conditions.
Billing
Integrations with payment methods, recurrence, boleto, gateway return, logs and proposal status.
Operation
Backoffice, API, dashboards, reports and auxiliary services to monitor and handle exceptions.
A more organized, validated enrollment prepared for scale.
The project reduced the distance between customer interest and proposal creation, with a digital journey that improves data collection, reduces rework and gives more visibility to service, finance and backoffice teams.
Guided digital sale
The customer follows a clear journey to choose a plan, enter data, accept terms and pay.
Registration reliability
Business validations reduce inconsistencies before the proposal advances to the operation.
Connected billing
Payments, recurrence, boletos and gateway returns become part of the same journey.
Traceable backoffice
Status, logs, reports and dashboards help monitor proposals and handle exceptions.
Brand served
Digital contracting needs to connect experience, payment and operation.
Talk to Wetok to transform complex commercial journeys into integrated, traceable platforms prepared for scale.