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Clients > Product Providers > StructureManager
StructureManager™
is a workflow management tool for life insurance company, bonds, annuities and other
banking product providers as well as trust providers and managers/administrators.
StructureManager™ automates the work processes and manages
case, product, payment and transactional data for collaborative work efforts, higher
productivity and accurate reporting.
Overview
- Database
driven collaborative workflow engine
- Complete
case, product sale & transaction management
- Integrated
diary, calendar & email
- Secured,
web-enabled open architecture
- Accurate,
quick and real-time reporting
- Role/user-based
security
- Template
based document generation
- Complete
document management and archival
- Reasonably
priced ready-to-go solution for quick-start
Features
- No
need for redundant data entries or convoluted and confusing work processes eliminating
human errors
- Automated
workflow avoiding communication delays, faster turn-around and superior service
- Product
sale tracking from start to finish and everything in-between in shared environment
as desired
- Full
contact manager with a history of communication via emails, phone calls related
to claims
- Matter
specific tasks, appointments, meetings, calendar, documents, notes, expenses, invoices
& more
- Built
on Microsoft platform with open and scalable architecture to fit right into existing
infrastructure
- Architecture
allows interfaces with proprietary in-house systems via communication bus / services
- Integrated
with Word, Excel, Outlook, Notes, Adobe, RightFax, Dymo Label Maker, any networked
scanner(s)
- Quick
slicing and dicing of data in real-time using reporting integrated with Microsoft
Excel & Adobe PDF
- Fully
configurable & easily manageable user security based on user, role, task, calendar
or any custom element
- Attach
and access documents for cases, contacts or any other elements in the database
of any format
- Create
Word or PDF documents based on defined templates with mail-merge-like feature
- Continuous
improvement in technology & feature-set based on best practices at no extra
costs
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