Task Management Software

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What is a Management Dashboard?
The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
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Money Management Action Plan

In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

Money Management Action Plan
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Insurance agency solution  

Insurance agency solution


Insurance agency sells insurance services provided by insurance companies. Insurance firm can provide certain types of insurance or a complex coverage. There are various types of insurance which can be provided to clients, including individuals and organizations: auto insurance, home insurance, property insurance, health insurance, disability insurance, life insurance etc. Insurance agency includes a team of insurance agents which deal with clients, brokers and insurance providers. The keystones of success for Insurance agency are a good individual organization of each insurance agent and effective collaboration between agents.

The aim of insurance agent is to obtain new policyholders according to plan, maintain current policyholders and earn a commission. The daily work of insurance agents includes a lot of tasks which should be done in order to fulfill the plan delegated from the authorities. For example insurance agents should identify and drawing up lists of potential clients from a variety of sources and contact them to arrange interviews, keeping records of clients, premiums and payments and to manage documents (ex: recommendation lists, insurance plans, clients profiles, claims etc.) and schedule professional tasks. Insurance agency management needs to track how the agents perform their sales plans, track the state of affairs for each agent, calculate commission and perform analysis of the business.

Insurance agency requires software solution which combines capabilities of individual professional task management (for each insurance agent) and team management (for insurance agency direction). VIP Task Manager is a task and time management groupware which provides insurance specialists with following possibilities:

  • individual and team tasks planning and tracking
  • time management, scheduling tasks on Calendar view
  • real-time collaboration, document management and sharing
  • sale plans delegating, tracking, reporting
  • KPI managemen

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