Planning insurance agency tasks

Setting priorities within insurance workflow to stress current importance of certain tasks
Task priority is one of the main task parameters. Task priority identifies task's importance for executer. Priority, in VIP Task Manager, has 6 levels (from lowest to urgent) and can be used for filtering and grouping tasks. For example: if business circumstances require, supervisor can increase priority of some tasks within insurance agent's workflow from "Normal" to "Urgent". In this case insurance agent will receive notifications and all Urgent tasks will move into first lines of his/her to-do list.
With a help of task priorities insurance professionals can:

• mark out priority clients and activities
• mark out important and urgent tasks that should be focused on
• sort, filter and group tasks by urgency
• be immediately informed if urgency of some task was changed

Planning and controlling business processes of insurance agency
Employees of insurance agency should follow various business processes within their professional activity. To organize (plan and control) workflows related to specific insurance activities (such as collecting audits, tracking renewals and new business, processing claims etc.) it is necessary to set order of tasks (that represent steps of business process).VIP Task Manager is groupware that allows setting order of tasks, so insurance agent delegated with business process can do it step-by-step and his/her supervisor is able to control what steps of the process are currently executed and what steps left undone. With a help of VIP Task Manager insurance professional can:

• set consecution of tasks and task groups
• change order of tasks during work performance
• plan and control time, cost and quantitative parameters of business processes
• create templates of business processes

Setting timelines for tasks of insurance agency
In activity of insurance agency time management is critically important, because insurance agents should organize their tasks, appointments and be in touch with their business schedule. Besides, insurance workflows require proper time controlling. For example audit workflow may require setting deadlines for the return of uncollected audits and so on. With a help of VIP Task Manager insurance specialists can:

• set Start, End and Due dates for their tasks
• sort, filter and group tasks by dates
• see tasks in Scheduler (Calendar) mode
• be informed how many time left before task Due of End date

• 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