Account Management
- | 1 | Information of contacts – people – whether policy holders, beneficiaries, family members or other who need to be managed. Association with companies (accounts) and hierarchical representation of companies and people. GDPR, Loyalty, Channels, Claim Ratio. AI generated summaries of account details and actions. Immediate KPIs regarding policies, receipts and claims.
- | 2 | Relations with other entities with the possibility of defining configurable labels, for example to reflect associations between policies and beneficiaries.
- | 3 | Alert center that represents the pre-configured alerts about the contact or records associated with that contact, such as "Contact without activity for more than 60 days" or “Claim without actions for more than 10 days".
- | 4 | Chronological activities and interactions related to the contact or associated records, namely the centralization of exchanged emails, phone calls, meetings, tasks and notes, teams' chats, surveys, with the possibility of ordering, searching and filtering the records. AI generated highlights of the latest interactions.
- | 5 | Visual and chronological representation of the customer portfolio with display of all Policies, Opportunities, Quotes, Receipts, Claims and Tickets, Connections and Risk Objects, with filter of the records.