8. Tasks

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

The Tasks tab provides brokers with the ability to create tasks, assign them to respective teams, and track their progress. This functionality enables teams to better manage client requests, follow up on them more efficiently, and ultimately improve customer relationships.

Through this feature, brokers can prioritize and delegate tasks, ensuring that client requests are handled in a timely and effective manner. By monitoring task statuses, brokers can also identify areas for improvement and streamline their operations, ultimately leading to improved client satisfaction.