Customizing insurance agency tasks

VIP Task Manager is groupware for business planning and controlling. VIP Task Manager can be used for tracking of tasks in the context of insurance workflow, projects and processes, delegating and controlling of sales plans, tracking the profits and commission gained by insurance agents. VIP Task Manager is flexible product that allows creating of unlimited number of additional various task attributes.

Insurance sales plans delegating and money controlling
VIP Task Manager can be used for fast and easy reporting and tracking of insurance sales plans. With a help of custom task attributes management of insurance agency can delegate sales plans to insurance agents and they can report about their progress, calculate and report payments and commission and so on. For these purposes certain additional custom fields of numeric type and calculated custom fields with formulas can be added.

Recording information about clients, prospects and their policies
Owing to customization capabilities VIP Task Manager can be used as database of insurance agency's clients and prospects. With a help of VIP Task Manager all records can be secured by access rights and easily filtered, sorted and grouped. At the same time with insurance tasks management, VIP Task Manager can be used for keeping and management of records and documents related to clients and their policies. For these purposes appropriate additional task attributes (such as "Address", "Phone" etc.) can be added in order to keep personal/contact data about the clients and special task attributes (that can reflect method of payment, type and level of coverage and any other required options). Owing to access rights management VIP Task Manager can be used as insurance documents management system.

VIP Task Manager provides insurance agency with possibility to manage corporate and individual tasks, plan and control business plans and workflow (insurance business processes), manage documents (recommendation lists, insurance plans, client's profiles, claims etc.) and keep records on clients and prospects. All custom fields, records and multiple custom workflows can be flexibly combined within one database of VIP Task Manager, so all insurance agents and other employees can simultaneously collaborate in real-time mode within one database and share all required business data.

• 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 tasks