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Diary, Notes & Workflow - Insurance Software


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Diary, Notes and Workflow

Automatic or Manual   Will automatically add a task or diary note depending on your work flow, or users can set diary entries for cases, tasks and notes.
Multi User   Entries can be set for the case manager, current user or for someone else. Users can see other people’s diary entries (security permitted), for example, when someone is on holiday. Teams /Sub Companies – The diary can be set up for teams and sub companies, so that they see only what they are authorised to see.
Interactive Diary   Users can click a diary entry and the system will take them straight to the relevant case, membership area or section from where that diary event was created, saving valuable time.
Diary report   You can print off diary reports for individuals, case managers, teams and sub companies.
Diary for someone else   Entries can be set for the case manager, current user or for someone else.
Other diary entries   Users can see other people’s diary entries (security permitted), for example when someone is on holiday.
Teams /Sub Companies   The diary can be set up for teams and sub companies, so that they see only what they are authorised to see.
Notes   Create notes on each client, each policy and each claim. Policy and claims notes are automatically part of client notes, so that you get one overview for each client.
Diarize Notes   You can add a diary date to notes, so that they appear in the diary check list.
Important Notes   You can mark notes as important, these are then highlighted in red.
Task Work Flow   Tasks can be added automatically by the system based on business type, product type and even the status of a case or policy. Ad-hoc complex tasks can also be programmed into the system should a client want this tailored approach. Tasks can also be added by the client.
Update Tasks   You can update tasks and add a diary date so that they appear in the diary check list. These tasks will stay on the diary check list until someone sets the task status to Satisfactory or Unsatisfactory.
Authorised Users   Tasks can be set so that only authorised users or departments can change these.
Diary Tasks   You can add a diary date to tasks, so that they appear in the diary check list. These tasks will stay on the diary check list until someone sets the task status.
Email Notifications   Receive email notifications of when tasks are due.

 
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