Key Benefits
Process Cases Faster
Most Connected- Every Feed Available is Connected
Keeps Your Advisors
‘In the Know’
Key Features
Custom
Workflow
Our task engine and workflow capabilities ensure work moves through the organization as efficiently as possible – all the time keeping the advisor up to date with the progress of their cases.
Automated
Case Progression
Combining feeds integration and the task engine means case managers only deal with exceptions.
Data Feeds
Integration
Every Carrier e-App, new business, notification, pending, block of business and commission feeds is ready to go.
Collateral
Product Resources
