Documenting insurance company tasks

Attaching files and links to insurance agency's tasks
Insurance agency workflow includes a lot of various documents that can be managed with a help of VIP Task Manager. For example when it is necessary to get some insurance document verified by supervisors it is possible to attach this document (file or link to file) to task, so supervisor will be automatically informed and will check and verify the document (or reject document and return for recast). Any type of file can be attached to task, when file is big enough it is advisable to attach not file, but link to file that is placed in shared folder within LAN. Insurance agent can create a task which represents certain client or prospect and attach all documents (letters, insurance plans, policies, claims, photos etc.), which concern this client, to this task, so database of profiles can be created.

VIP Task Manager allows insurance professionals:

• After execution of certain work attach job results (files) directly to task
• Share insurance documents and files of any types
• Owing to flexible system of access rights - organize documents management system (library of files, documents, photos, books, organize multiple users access to these documents)
• Sort, group and filter insurance documents, requests, business letters etc.
• Add descriptions of attachments
• Attach unlimited number of links and files to one task

Making notes about tasks
Sometimes it is necessary to make quick notes regarding some tasks.VIP Task Manager provides users with special task section for Notes. This section can be used for keeping of additional data about clients, recording of some facts, quotations etc. For example, supervisors of insurance agency can use this section for adding some explanatory instructions and task descriptions for employees.

With a help of task notes VIP Task Manager allows insurance professionals to:

• Store and share insurance business information (letters, quotations from documents, policies etc.)
• Make quick reports to authorities about work performance
• Store information about individual and corporate clients, policyholders, insured accidents, investigations etc.
• Give instructions to subordinates and colleagues
• Record lists of required documents and operations to complete a task
• Describe insurance  procedures and important task details

• 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