Sales Process

Sales Process

Helps you focus on high value tasks

Sales Process sets out a framework for the process all Policies and Customers must follow. A number of actions need to happen as part of onboarding Customers, living up Policies. These can vary in many different ways, but their progress is tracked, exception processes issued and all Customers and Policies monitored continuously to ensure nothing is forgotten and all i's are dotted and t's crossed

Benefits

savetime

Ensures all staff work is completed in a standardised, co-ordinated pattern

Quickly Provide Value

Enables the business to keep track of all key information flow

Boost Client Engagement

Maximises staff efficiency through automation and structured workflow and presentation

Policy Administration System

Key Capabilities

Configurable workflow process to hand over to appropriate roles in policy management processing

Multiple defined statues which can be changed automatically or changed by staff at key points to ensure cases are routed constantly through the system

Questionsets can be extended to capture these additional processes as well as per-role inboxes for staff to aggregate workload

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