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!