Organizing insurance agency staff

Insurance agency should manage a number of specific workflows. Staff of insurance agency may include specialists which handle activities and business processes related to areas of accounting, new clients research, renewals, endorsements, audits, claims and cancellations. Insurance agency employs professionals that are responsible for elaboration of insurance products, advertising and promotion of these products, distribution and service of policies, management of personnel, elaboration of marketing goals & strategies, management of financial planning services etc. All employees of insurance agency can benefit of usage ofVIP Task Manager.  

There is a number of professional software systems that allow insurance agents to perform their daily operations electronically.  However insurance agency needs a solution that can help to organize and control daily workflows of its specialists and set business plans for them.

VIP Task Manager is a groupware that allows insurance agency to increase efficiency of its specialists by planning and tracking of their tasks. VIP Task Manager can unite all insurance agents and other employees from all departments of insurance agency in one effective team, because software features:

• Listing insurance agency staff, organizing insurance agency departments and teams
• Planning tasks and delegating them to staff members
• Instant reporting and tracking tasks
• Organizing workflows and business processes
• Researching the productivity and quality of work performance by departments and separate employees

Resource List of insurance agency:

Employees of insurance agency should be listed within Resource List of VIP Task Manager, so they can get the password and primary access rights in order to log into the task management system. Resource List allows storing the personal data (Name, Address, Email and Phone) and professional data (Job Title, Department) of employees.

Access rights management for insurance agency:

VIP Task Manager is a task management system that ensures proper confidentiality of the tasks. With a help of flexible system of permissions that VIP Task Manager provides, the insurance agents can keep the proper level of security for their tasks. VIP Task Manager allows setting rights (View, Edit, Create and Delete) for each task or task group, so common projects can be easily shared by multiple users and individual tasks of insurance agents can be easily hidden from other insurance agency staff or protected from editing.

• 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 task