In depth:

Workflow

Workflow Management

Utilize business rules to move underwriting information electronically between users – internally and externally. In addition to automated workflow assignment, users can:

  • Send electronic mail/alerts sent to appropriate parties
  • Initiate actions on the selected items
  • Move the item on to the next user
  • Add comments
  • Reassign the item
  • Close the item

Questions? Call us at 214–580–5668 or…

Request a demo Contact us