Our customers are getting a lot more than what they bargained for, are you?
November 24, 2020
Author: Andrew Storm
Maximize your current Ferret investment and easily configure Ferret to be used in other areas of your business at no additional cost (excluding minor initial setup costs). Build your own database.
Task Management Service and reporting
- Do you have a documented Standard Operating Procedure (SOP)?
- Do you have a way of tracking that it is actually being followed?
- What are the consequences if it is not followed (compliance, legal, etc.)?
- Turn your SOP into a working checklist with an audit trial, full transparency and supporting documentation with Ferret’s new Task Management Service.
Set up your own custom workflow for any business process:
- Policy renewals
- Claims management
- New client checklist
- Incident management
- HR processes (performance review, leave requests, disciplinary process)
- Any process you can think of
Manage resources with full transparency and comprehensive reporting:
- On demand reporting of what is due, when, and by whom
- Scheduled auto emailed reports (configurable to suit exactly what you want to see)
- Ensure customer satisfaction by knowing your processes are followed and completed by due date.
Example below of an Insurance broker with a tailored Ferret Workflow for managing all policy renewals:
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