Enhancing Workflow Efficiency with Optalitix Quote’s Automated Communication Feature
Effective workflow efficiency hinges on clear communication between team members at each stage of a process, especiialy in a critical process like underwriting. The Optalitix Quote underwriting workbench takes this to the next level by automatically notifying users via email and text as each process step is completed, instantly updating the team for a seamless transition to the next stage. Not only does Optalitix Quote notify internal team members, but it can also send status updates directly to brokers or clients, keeping them in the loop on their quote’s progress.
This automated, personalised approach ensures that everyone receives relevant updates, eliminating unnecessary communication and reducing process turnaround times. Here are some key benefits of the feature:
- Speedier Quote Processing
With faster notifications, quotes move swiftly through each stage, ensuring faster turnaround times and enhancing productivity. - Improved Communication Clarity
Each team member remains informed on the status of a quote, minimising confusion and streamlining the workflow. - Efficient Management of Complex Processes
Large departments can handle intricate processes more effectively with customised communication to the right personnel. - Smart Triage Capabilities
Quotes can be automatically routed to the appropriate person for authorisation, thanks to built-in smart rules based on quote data. - Enhanced Broker and Client Relationships
By keeping brokers and clients informed on their quote’s status, Optalitix Quote strengthens relationships and supports a positive sales experience.
Automatic communication is easy with Optalitix Quote
Optalitix Quote’s automated communication feature is a game-changer for improving team coordination, reducing turnaround times, and boosting client satisfaction.
