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
 
 
 
Home » Solutions » Insurance Agency Solution
Setting insurance agency workflow  

Setting insurance agency workflow



 
 

Build a task tree structure according to specific workflow of your insurance agency:
VIP Task Manager can be organized according to insurance agency structure and is not limited by one style of task management. The specialists of insurance agency are able to build the structure of their work according to style that fits them the most. You can build your workflow in the way that is the most convenient for insurance team work planning and tracking. For example you can build your workflow in such client-oriented way:

  • Insurance agent 1
    • Client 1
      • Tasks
    • Client 2
      • Tasks

 

 Use templates for insurance workflow management:
The workflow of insurance agency includes a lot of business processes and procedures that should be followed by insurance agents.VIP Task Manager is groupware that allows to plan, delegate and control business processes and projects within the team. To perform their operations with certain quality insurance specialists can use templates of processes and checklists. VIP Task Manager provides users with possibility to:
  • plan business processes as a sequence of steps (tasks)
  • plan time and money costs of each step and assign executers
  • save processes and projects as templates and duplicate them each time when process should be performed
  • control business processes and projects in real-time regime

Create specific statuses for tasks of your insurance agency:
Each status within VIP Task Manager belongs to its workflow and shows the level of task completion.  You can create specific sets of statuses for your insurance agency according to workflows of your departments or task groups. VIP Task Manager allows you to:

  • track the progress of work performance with a help of task statuses and percents of completeness
  • create unlimited number of additional statuses and workflows
  • flexibly combine all workflows in one database
create and modify tasks statuses in the most convenient way which allows you to track the performance of tasks, projects and processes

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