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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.

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Home » Solutions » Insurance Agency Solution
Sharing insurance company tasks  

Sharing insurance company tasks



 
 

Keeping all insurance team members informed about work progress
Insurance agency workflow requires proper level of collaboration between insurance agents and supervisors. Supervisors should know what the state of affairs with each client is, verify what progress with prospects each of agents has, collect insurance reports, track payments and so on. All this information can be reflected with a help of the tasks (task attributes) within VIP Task Manager. This groupware provides users with customizable system of instant in-system/e-mail notifications that can be automatically sent to required members of insurance team. As soon as some task attribute is changed, all concerned persons (task owner and selected supervisors) will get appropriate notifications. Notifications can be filtered and sorted by date and creator.
With a help of VIP Task Manager insurance specialists can:

  • Configure what types of instant notifications each insurance specialist should get
  • Keep informed each team member about any important events happening within insurance agency workflow
  • Create list of supervisors (ex: prospects, policyholders) that can be informed by e-mail
  • Use notifications for immediate transferring to tasks that notifications concern
  • Know from notification who, when and what changes applied to task

Discussing and commenting tasks in real-time
Often tasks need to be discussed during the process of performance. For example an insurance agent may need to consult with his/her supervisor regarding some options of individual insurance coverage for someone of clients. In this case insurance agent can add questions into comment section of problematic task, so his/her supervisor will immediately get the notification and will be able to add answer. Task section of comments is like a small forum dedicated to this task where members of insurance agency team can exchange their viewpoints and advices. With a help of VIP Task Manager insurance specialists can:

  • Discuss tasks in real-time with colleagues and supervisors
  • Add important comments to tasks and mark out essential words with different colors
  • Sort comments
  • Print out discussions

 

Setting reminders for insurance tasks
When insurance agents have dozens of files scheduled - interviews with clients, calls and e-mails, on-site inspections, preparing of insurance plans and studying of claims - it is easy to forget and miss some of appointments. To avoid such problems it is possible to set customizable reminders for the tasks within VIP Task Manager. Reminders can be sent in-system (pop-up message with sound) or by e-mail. With a help of VIP Task Manager insurance agency specialists can:

  • Configure reminders to work on certain date and time, or when certain time is left before task Start or Due date
  • Add special messages to reminders
  • Select members of insurance team that should be reminded

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