How to choose insurance agency software

VIP Task Manager provides insurance specialists with possibility to work in Task Tree, Task List and Scheduler modes. To use a Task Tree mode of this insurance company software is the best way for insurance agency to control the work performance of each agent and supervise the whole team of insurance agents.

With a help of Task Tree mode managers can:

• Create task groups hierarchy that will suit planning and tracking needs of insurance agency
• Assign tasks and insurance sales plans, manage business processes and small projects
• Set timelines and priorities for the tasks depending on the agent's status, manage access rights
• See what agent is responsible for each task, give additional instructions to agents
• Instantly be aware of any events within insurance agency performance
• Track each agent's task status and degree of progress
• Control actual time of the tasks assigned to assurance agents

• Control deals due dates and time left
• Control work results (files and links attached to tasks), calculate sales plans and insurance commission
• Manage documents: various types of insurance agreements and forms
• Use filtering to facilitate insurance deal progress tracking
• Use charts to analyze insurance team performance

With a help of Task List mode in this insurance company software insurance specialists can:

• Create daily and long-term To Do Lists per client, print out task lists
• Plan various appointments, contacts with clients, on-site visits etc.
• Plan individual tasks and see tasks delegated by agency managers
• Instantly report about tasks and plans performance to authorities

• Group, sort and filter insurance tasks in order facilitate viewing
• Manage necessary documents (recommendation lists, insurance plans, clients' profiles, claims etc.)
• Set insurance task reminders
• Set insurance task priorities and sort task by them

With a help of Scheduler (Calendar) mode insurance specialists can:

• Manage common project schedule for the team of insurance agents
• Schedule appointments with clients, on-site inspections etc. in day view, week view, month view, year view
• Plan and display daily tasks up to 30 minutes
• Move tasks on calendar by drag-and-drop method

• >> Step 1. Choosing insurance agency software
• Step 2. Organizing insurance agency staff
• Step 3. Setting insurance agency workflow
• Step 4. Customizing insurance agency tasks
• Step 5. Planning insurance agency tasks
• Step 6. Sharing insurance company tasks
• Step 7. Documenting insurance company tasks
• Step 8. Tracking insurance agency task