Workflow Management module provides advanced features for set up and management of internal process chains.

workflow management

Functional Highlights

  • Create, edit and remove Workflows
  • Define workflow processes, sequences and durations with easy drag and drop interfaces
  • Assign process owners to roles or specific users
  • Generate tasks to process owners
  • Fully integrated with CRM, Customer Support, Underwriting, Policy Reinsurance, Claims Handling, Claims Reinsurance, Adjuster Assignment and Task Management modules.

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