StructureManagerTM

Glossary       StructureManager™ is a workflow management tool for life insurance company, bonds, annuities and other banking product providers as well as trust providers and managers/administrators.
       StructureManager™ automates the work processes and manages case, product, payment and transactional data for collaborative work efforts, higher productivity and accurate reporting.
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Overview
  • Database driven collaborative workflow engine
  • Complete case, product sale & transaction management
  • Integrated diary, calendar & email
  • Secured, web-enabled open architecture
  • Accurate, quick and real-time reporting
  • Role/user-based security
  • Template based document generation
  • Complete document management and archival
  • Reasonably priced ready-to-go solution for quick-start
Features
  • No need for redundant data entries or convoluted and confusing work processes eliminating human errors
  • Automated workflow avoiding communication delays, faster turn-around and superior service
  • Product sale tracking from start to finish and everything in-between in shared environment as desired
  • Full contact manager with a history of communication via emails, phone calls related to claims
  • Matter specific tasks, appointments, meetings, calendar, documents, notes, expenses, invoices & more
  • Built on Microsoft platform with open and scalable architecture to fit right into existing infrastructure
  • Architecture allows interfaces with proprietary in-house systems via communication bus / services
  • Integrated with Word, Excel, Outlook, Notes, Adobe, RightFax, Dymo Label Maker, any  networked scanner(s)
  • Quick slicing and dicing of data in real-time using reporting integrated with Microsoft Excel & Adobe PDF
  • Fully configurable & easily manageable user security based on user, role, task, calendar or any custom element
  • Attach and access documents for cases, contacts or any other elements in the  database of any format
  • Create Word or PDF documents based on defined templates with mail-merge-like feature
  • Continuous improvement in technology & feature-set based on best practices at no extra costs