• WORKFLOW
    • WorkFlow is the glue that ties together your agency
    • Create your workflow the way YOU do business
    • Track every task or action item from beginning to end with date, time, user and what step was just completed or what step is next
    • WorkFlow available in real-time
    • Incoming phone call: Pull up the client, and instantly the workflow for that client is displayed and your user will know if this is a new task or an existing one and what the last step that was taken and what is the next step
    • Integrate existing office procedural manual into WorkFlow
    • Track progress of all employees on everything thing they are working on now and in the past
    • WorkFlow is a reminder; to-do list; suspense or diary, all notes all rolled up into 1 module
    • Measure productivity of all uses
    • See real-time progress on all Tasks or activity items
    • How are you currently keeping track of an incoming task or activity item??
    • When you first log into Agency Master in the morning you will see your own user workflow and what needs immediate attention
    • All producer user workflows can be viewed by management so they know what is going on with every user and can re-assign that user workflow from one user to another in seconds
    • If a user is out sick for the day, management can re-assign any or all tasks to any other user
    • Improve visibility and control over Task progress
    • Know where your team is spending their time.
    • Keep projects moving forward
    • Allocate resources to where it is needed
    • With everything you need to manage your workflow in one place
    • Business optimization starts as lines and boxes on a whiteboard.  Workflow keeps it that way.
    • Filter to any task
    • Manager login to view all users in 1 place
    • Reliable technology that is able to scale with you.
    • Manage critical business processes.
    • Access any saved document from workflow
    • All businesses are based around workflows, but many of them are yet to be automated.
    • Managing and tracking new hires
    • Workflows are the integration of people, data and action. They help your organization get more stuff done