TheFormsAgency specializes in document automation and digital customer communications, offering tailored solutions for diverse industries such as banking, insurance, and government. They provide expertise in creating smart forms and optimizing communication strategies to enhance customer engagement while reducing costs and complexity. With a proven track record of successful implementations and partnerships, TheFormsAgency aims to revolutionize how businesses handle their document processes.

1. 1
Company Profile

2. 2
and the creation of electronic forms and
multi-channel documents.
TheFormsAgency can deliver expertise on
your communications and document
automation strategy, from advice and
planning right through to the project
management and implementation.
We are experts in
digital customer
communications

3. 3
They want you on demand, every day of
the week. They want easier, simpler, better
communication from you. They want to be
able to connect instantly on any device, at
any time, on any platform.
Communicating with customers has
become increasingly complex, costly and
time consuming.
Digitally transforming your communication
can be challenging, but TheFormsAgency
can help you deliver the most innovative
digital customer communications advice
and solutions.
Today’s customer
expects more…

4. 4
We are platform agnostic, so we will develop
the best solution for your digital customer
communications strategy, without bias.
“

5. 5
Our Clients
We work with Banking &
Finance, Insurance,
Superannuation,
Telecommunications,
Manufacturing,
Distribution, Utilities and
Government organisations.
The industries
we serve are
vast, big &
small

6. 6
“TFA was engaged by the
Suncorp Life and Insurance team
to rationalise, redesign and
rewrite over 1000 templates
down to 250. The goal to the
engagement was to provide the
business an effective range of
client communications that
clearly represent the Suncorp
brand, call to action. The project
was a great success and received
recognition as a grand finalist
sponsored by the ex Group CEO
– Mr. Patrick Snowball.”
JULIE KREMMER
Senior Manager, PMO & Vendor Management
SUNCORP
‘‘
’’
“TFA have been a vital
partner in our launch of a
new ERP and Point of
Sale system, ensuring
that our customer facing
documents are
generated accurately and
on time. The solution has
given us more “bang for
our buck” and now we
will look to extend it to
other parts of the
business.”
SIMON REVELMAN
GM, Information Systems,
THORN GROUP
‘‘
’’
.
“TFA has been instrumental in
helping us to replace our legacy
Doc Gen solution and in the
process identify further cost
savings with the mail house
while providing the Customer
Service team with instant
access to historical customer
correspondence. Cost to
maintain our briefcase of forms
is now reduced and managing
document retrieval has been a
surprising benefit for the
Customer Service team.”
DARREN READ
Application Development MANAGER
PEPPER GROUP
‘‘
’’
What our clients are saying

7. 7
Our Capabilities
Advisory Inbound
Capabilities
Outbound Capabilities
Our team of independent
experts will create the most
effective document
communication blueprint for
management, customised to
your business.
We can design, develop
and convert paper and
static forms to SmartForms
easily and effectively.
We can help you to future-
proof your business and
digitally transform your
outbound document
communication process.
We have worked with over 50 clients in Australia and New Zealand, providing
digital solutions using multiple products. Our experience combined is equal to
more than 300 years in the document automation industry delivering over
100 implementations.

8. 8
Our Solutions
Optimise the customer journey with Smart
Forms. You’ll experience better conversions,
happier customers and a completely automated
system that can securely submit customer data
into your organisation’s systems.
TheFormsAgency can design
and build Smart Forms for your
business that are fully
customised to suit you..
Inbound Solutions Outbound Solutions
It is time to revolutionise your communication
and experience the best solutions in document
automation. Whether your business strategy is
either on premise or in the Cloud we can
automate and output digital documents via print,
email, PDF, HTML, SMS, video and custom
outputs.
TheFormsAgency can automate
and digitally transform your
outbound documents and forms
to your customers.

9. 9
Review current inbound and outbound document
processes and make best practice recommendations
Identify opportunities to rationalise and reduce electronic
document templates
Recommend resources or structures required to facilitate the
document automation process
Review existing platforms, recommend software improvements
of current systems, or adopt a new system
Assist to implement, select and write scripts, customised for your
business
Your digital transformation
starts with our advisory
services…
We undertake a detailed assessment of your current
process, perform comprehensive due diligence, and report
back with key opportunities and recommendations. The
assessment criteria is as follows:
01
02
03
04
05
Workshop
the Brief
Due
Diligence
Recommend
& Report
Our advisory process

10. 10
Re-engineer your system
to host documents on
the cloud or on-premise
Re-engineer
We are experts in outbound documents
& forms, this is our process…
02
Recycle new templates cross
brand / verticals for a more
efficient automation process
Recycle
Redesign into ‘easy to
read’ formats offering
marketing opportunities
and a better customer
experience
Redesign
Reduce your document
templates, reducing cost
and management time
Reduce
0
4
01
02
03
04

11. 11
Redesigned and rationalised a range of Multi-
channel health insurance letters delivered
electronically & print
Redesigned and rationalised over 1000 letters and
contracts for Life and insurance products
Rationalised and redesigned over 1200
Operational General Insurance letters for the Direct
and multi-branded businesses
Redesigned a range of Life Insurance and wealth
management letters
Redesigned a range of operational letters, loan
documents and policies for Business Banking
products
Redesigned operational letters for a range of
Medibank’s products and brands
We’ve
proven
our
approach
many
times…

12. 12
Utilising a
range of
products
and
services…
Rationalised and redesigned over 400
documents for the Child Support Agency,
received outstanding award from CIO
Implemented, Architected, Project Managed and
resourced entire system replacement producing
over 50K docs per day
Provided managed service and design
capabilities both onsite in NZ and remote via
TFA HQ in North Sydney
Implemented and designed entire upgrade
project for B2B documents generated and
distributed across global locations
Implemented and designed entire upgrade
project for B2B documents generated and
distributed across ANZ locations
Provided Advisory team and senior BA for
product upgrade and redesign solution

13. 13
System Generated Examples
Letters/Correspondence
Cheques
Policies/
Contracts
Investor Packs
Statements

14. 14
Before & After: Allianz

15. 15
Before & After: Allianz

16. 16
DESIGN & DEVELOP
NEW SMART FORMS
CONVERT EXISTING PAPER
& STATIC FORMS
APPLY DIGITAL
SIGNATURES &
DOCUMENT ENCRYPTION
SECURELY INTEGRATE
WITHIN YOUR SYSTEMS &
PROCESSES
Our inbound capabilities
are all about Smart Forms
TheFormsAgency can make the conversion of static
and paper forms to electronic Smart Forms, stress-
free.

17. 17
Online: Smart Forms for Data Collection

18. 18
Online: Smart Forms for Data Collection

19. 19
Personalised SMS/MMS Video Statement

20. 20
Our Technology Partners
Each vendor is assessed and
selected to meet your strategic
communications needs.
Our partners have a
strong track record
in digital customer
communications

21. 21
TheFormsAgency
Suite 111, 25 – 29 Berry Street
North Sydney NSW 2060
info@theformsagency.com +61 2 9002 3020 theformsagency.com
Contact Us
For any enquiries, please contact us on
the email address above.
We are simply a phone call away, feel free
to pick up the phone and say hello!
Our credentials can be referenced on our
website address above