Landing page after logging-in
Customizable dashboards to reflect real-time status as is.
Drill-down to specific interest
Appropriate role based Dashboards-according to role
Managerial
Supervisors
Adjusters
Admin Assistants
Home Page
Landing page after logging-in
Customizable dashboards to reflect real-time status as is.
Drill-down to specific interest
Appropriate role based Dashboards-according to role
Managerial
Supervisors
Adjusters
Admin Assistants
Case Screen
Open cases
Closed Cases
Open Tickets
Closed Tickets
Add/Edit/View cases
Case assignment/re-routing
Subordinate Task
Look at a snapshot of all cases handled by Subordinates
Color coded for Cases to reflect various statuses
Enable Managers to monitor and manage cases
Case History
Look at a timeline of history of the case
Enable managers and staffs with appropriate access to review real time case status - eg, response to Phone Enquiry from Principal
Contact Info and Profiling
Manage all contacts from one solution
Capture customer profile information
Repository of all communication can be viewed at contact screen
Dashboards
Generic dashboards and custom-built dashboarding
Dashboards can also be incorporated in Mobile version and also into Customer Portal
Reports
Generic reports
Customizable reports
Ability to export the reports to PDF, Excel,CSV for further usage or integration with other systems
