DIT (Digital Inward Tracker)

DIT also called as PTS (Proposal Tracking System) is a product for insurance/Banks/Mutual fund industries with a rich set of features that let the users to track the status of the proposal at any point of time, current status of proposal, documents details, payment details, number of proposal under each agent, number of new proposal in a specific period, and branch level proposal count.

The application helps the users to search the following required information:

Customer information

Receipts details

Document details

Proposal information

Payment information

Benefits

Less or No paperwork

Increased Productivity

Standard Practices

Meet Deadlines

Time and Cost Saving

Improve Customer service

Better Response

Event Management

Event management system allows a business the opportunity to measure and analyze the execution of the process,so that continuous improvement can be made. Such improvements maybe of short-term (e.g.) reallocation of tasks to better balance the workload any point of time) or long-term (e.g.) redefining portions of the workflow process to avoid bottlenecks in the future.

Most workflow integrates with other systems of the organization like document management systems, database, e-mail, office automation products, production applications etc.

Module

New Proposal - New proposal creation

Search - Details of the customer information, payment details, receipt details, proposal information can be searched easily

Discrepancy Branch - Missed documents of proposal will be available here

Discrepancy CPO (Central Processing Office) - The missed proposal details, document details at the time of dispatch will be available here

Completed - Proposals converted to policy after checking all the required information will be available here

Information Pending - Proposals not converted to policy due to a unavailability of information or documents will be available here

Courier - Proposal to be sent for processing and proposals received from processing unit will be available here

For more information please write us toinfo@maansarovar.com