1 July 2019 Comments Off on July 2019 Newsletter Uncategorized
Inline CRM Feature Highlight
There’s no need to download reports from the finance company to have your team following up on delinquent policies. We can build a queue that will automatically fill every day with new delinquent policies and remove policies that have caught up on their payments!
- Flexible queue set-up.
- Easily add/remove users from the queue.
- Assign policies automatically based on round robin, or tiered assignment. Or let your users grab records via the retrieval method
- Color-coding to help users manage their workflow.
Email our support team firstname.lastname@example.org to get your delinquent queue set-up today!