HELP CENTER
Dori is here to help..
Welcome to our FAQ page! We understand that you may have questions about how our services work and what you can expect when using them. That’s why we’ve compiled a list of the most frequently asked questions to provide you with clear, concise answers. Whether you're curious about functionalities, compatibility, or specific features, we've got you covered. Our aim is to help you navigate our services with ease and confidence. If your question isn’t answered here, please feel free to reach out to our support team for personalized assistance. Now, let’s dive into your queries and explore the solutions we offer.
Recording Calls
Q: Am I able to utilize my personal mobile phone and associated number for call recording purposes?
A: Absolutely. You can use your personal device and phone number for recording calls.
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Q: Is it necessary to download an external app to record calls?
A: No, there is no need for an external application to record calls.
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Q: Must I be logged into the Dori platform to initiate call recording?
A: No, being on the Dori platform is not a prerequisite for call recording.
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Q: Is it possible for me to transfer the recorded calls to my computer at my convenience?
A: Yes, you can download and transfer the recorded calls to your computer whenever you wish.
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Q: Does the recording include a CMS Disclosure statement?
A: The Dori platform offers the flexibility to include any disclosure you need. It will be announced to your client at the beginning of the recorded call.
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Q: Can I record both inbound and outbound calls?
A: Yes, our system allows you to record calls whether you are receiving or making them.
Digital SOA
Q: What method is used to send the Statement of Advice (SOA)?
A: The SOA is delivered to clients via SMS.
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Q: Can I be assured of the security when sending the SOA?
A: Yes, the SOA's security is a priority. The link provided in the SMS can only be accessed with a code that you give to your client, ensuring secure delivery.
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Q: What process does my client follow to obtain their copy of the SOA?
A: Upon completion of the SOA submission by the client, Dori will automatically dispatch a copy to your client that will be accessible for 30 minutes. Alternatively, you can print the SOA and send it via traditional mail.
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Q: Where is the SOA stored after being issued?
A: All SOAs are securely archived within the Dori CRM system.
CRM
Q: What are the options for adding my clients into the Dori system?
A: Clients can be entered into Dori either one at a time manually or in bulk using the provided xls template for mass import.
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Q: Who is the Dori CRM designed to serve, General Agencies or Independent Brokers?
A: The Dori CRM is versatile and designed to cater to the needs of both General Agencies and Independent Brokers.