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ZipForm®Concierge Broker Solutions - At Your Service

ZipForm® now offers fully integrated, turn-key concierge solutions for brokers.

The more value you provide to your clients, the happier they are. And everyone knows that satisfied customers do wonders for word-of-mouth referrals and brand-building efforts. But without the right tools to help your team go the extra distance, your efforts to provide clients with timesaving benefits are a step behind. Welcome to ZipForm®Concierge Broker Solutions, your link to increasing customer satisfaction. Implemented across your organization, ZipForm®Concierge Broker Solutions is a turn-key concierge program which enables you to extend your brand and help your team provide clients a valuable service for connecting their utilities.

In addition to the attractive competitive advantage of increasing customer satisfaction, ZipForm®Concierge Broker Solutions are also ideal because they are so easy to use. Working with ZipForm®Online, ZipForm®Concierge Broker Solutions are available as two programs: The Platinum Service and Gold Service. Both programs accept customer and property information taken directly from ZipForm®Online transactions.


Platinum – The Premium Solution consisting of a LIVE Call Center to assist your client’s.

A high-touch, call center solution, the Platinum Service includes the designation of a customer service representative (CSR) that calls the client and walks them step-by-step through the connections process. The client receives contact information for their assigned CSR who encourages them to call with any questions. The premium offering of the two ZipForm®Concierge Broker Solutions, the Platinum Service features:
  • Broker-branded program name
  • Broker-branded toll-free number
  • Dedicated CSR that makes contact with the customer
  • CSR contact information for client
  • No convenience fee for client


Gold – The Web Based Solution consisting of a fully branded online service center.

The Gold Service provides the benefits of offering a concierge service to clients via the internet. The service includes the creation and hosting of a privately labeled concierge service that allows clients to use a special web service center for managing all of their utility connections. The Gold Service provides brokers with a fully branded program name, web interface, e-mail communication and no convenience fee for the client.

ZipForm®Concierge Broker Solutions can link your brokerage to a new level of customer service while connecting your clients to a convenient way of arranging all their utilities and service connections in just minutes.



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