Customer cases around loan origination and claims processing is loosely structured and highly document centric, making your routine tasks complex - this presentation shows how you can:
- Streamline your case management approach to better focus on your customers.
- Access documents and tasks in one single case file.
- Improve approval time by speeding up case processing with assigned tasks.
- Maintain one source for all your cases and files and still see a simple role-based workspace.
- Include paper correspondence within your case processing by scanning and classifying them