RemindersPlus automates scheduling reminders and tasks as you’re working so not only do you save time, but become more efficient and productive.
USSI is pleased to announce a newly released advance module for our InsurancePlus Professional Software Series. RemindersPlus allows users to quickly and seamlessly schedule reminders and events based on policy activity, requirements, billing, customer service follow-up, and so much more.
Clicking “Add Reminder” on any InsurancePlus screen launches an interface to set reminder details that include:
Service level requirements
Attached client information
and much more…
Date and time of follow-up
Assign to a specific user
User-defined triggered reminders
RemindersPlus automates scheduling reminders and tasks as you’re working so you not only save time, but become more efficient and productive. Using the included reminders automation function, reminders and tasks can be “triggered” during certain events while in the InsurancePlus Administration Systems.
For example, if a claim has been entered into the system, but final approval for the claim is awaiting additional documentation; RemindersPlus can automatically schedule a reminder, assigned to a specific user, to contact the claimant in two days. All pertinent information is automatically attached and scheduled. No user interaction required.
RemindersPlus is compatible with the following USSI InsurancePlus Systems:
Features and benefits
Monitor all activity
administrators can easily assign tasks
and monitor all activity
Security and priority levels
set priority levels and security restrictions on all reminders and tasks
automate all tasks and reminders thru defining specific system triggers
Comments and notes
include follow-up comments, notes,
and metatags to search later
users will automatically receive an email list of all reminders the night before
gauge and measure performance
of specific users and groups
and so much more...
USSI provides an entire reminders solution
to meet all of your requirements
Software as a ServiceAccess all of our powerful features securely over the internet without the expense and maintenance of an internal network
Onsite LicensingUSSI's software can be licensed and installed on an in-house platform for those companies that require complete control