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Utilizing the right type of workflow management system will noticeable
increase your operational efficiency and help you get the most out
of your resources. It’s important to take advantage of efficiencies
where possible and equip your employees with the right tools to service
your clients properly. Technology will continue to play a big role
in helping businesses with this challenge. Core’s workflow software
module helps minimize costs and add to your profitability through
reducing the future need to hire additional staff. Finally, you can
have peace of mind knowing that Core's Insurance Agency Management
System is reviewing and tracking the critical processes needed to
run your company.
Assign tasks to employees and watch the progress of processes in real-time.
Run reports to view the efficiency of your processes and employees. Employees
access their daily tasks and notes through "My Management System".
Tasks are assigned manually, or automatically by triggering events: like
creating or terminating a policy. The tasks are completely customizable from
several parameters and events. The systems features will truly revolutionize
how your internal operations perform.
The Insurance Agency Management System enables our customers to reduce the
time and cost of processes by 40% - 80% and generate returns of more than 300%.
All while helping to improve your customers’ service experience!
Workflow management features:
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Tasks are assigned to specific users or groups.
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The system automatically assigns tasks by triggered events.
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Set estimated completion times for each task and monitor efficiency.
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Prioritize workflow manually and automatically.
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Reports give you a picture of employees' workloads and efficiency.
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Much more!
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Effectively manage client and policy information. |
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Enter notes, alerts and view transactions history. |
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Premium accounting, reporting and billing options. |
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Share info with census files or carriers and export or import other data. |
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Archiving, data backups on most media devices and disaster recovery procedures. |
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