Demonstrate company’s performance through captured data by smart analytics technique that processes each task performed in the CRM and generates separate reports. It does entertain combined reports to increase complexity. Uncover helpful insights that could influence you to build a comprehensive business approach achieving maximum business performance.
Have sight of all admission, Letter of Offer, COE details, and related documents. Admission chart to have visual information representing monthly-yearly data of admission, offer, VOE, COE count, etc.
Go over all finance activities from these reports. Separately view Invoice, Agent summary, Refund reconciliation, agent commission, incentive reports, and many more.
Fetch reports for every lead activity to crucially analyze overall leave balance, lead transfer, appointment, follow-ups, register lead, inquiry, insurance performance, etc.
Measure the attendance of each employee for payroll purposes. No need to have a separate attendance capturing tool.
Maintain data of online inquiry traffic and particular branch in a highly structured format.
View audit report to check all admission audit status. Recommended referee reports give the contact information of referees, and you may track each Referee payout information and status.
View all task details such as subject, assignee/ assignor detail, task status to know the lag in service quality and pending work.