Task Manager

Our top rated features and possibilities
The Task Manager is a relatively new feature in the Now Certs agency management system.  It is built at the request and in correlation with some of the agency owners using the system.  The module addresses the needs for an agency owner, team leader or a manager to delegate, assign and track the progress of tasks and projects. 
Insurance agency managements system tasks list
List of tasks
The Task Manager allows any user of the system to create a task.  Assign that task to another member of the team, prioritize the task, attach documents, link it to an insured and keep track of its progress.  The Task Manager adds tremendous value to the productivity and organization of the insurance agency.  The latest tasks assigned to a specific member of the team appear on the dashboard of the user's interface.  The status of the task, its due date and priority are visible from the dashboard.  The user can then click on the details of the task to view all of its details, edit it or reassign it back to the manager for completion verification. 

The NowCerts Task Manager is unmatched in terms of capability.  It is user-friendly, easy to use and completely satisfies the needs of all team members in an agency.

Task Manager

Video Demo

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