Organize your workflow and spend time on more important activities. The intuitive, easy-to-use design allows you and your staff to track tasks for annual administration, distributions, or other plan related projects. Choose from a full list of pre-defined workflow templates, and create your own from scratch.
Our web-based software gives you and your staff the ability to fully customize, track, and update your workflow. Time-saving features such as mass update, allow you to update a task across all of your plans at once. Our workflow module also comes with full reporting capability, giving managers access to workflow at a firm wide level.
Task management for annual administration and other projects.Templates: Select from a library of pre-defined templates or create your own
Real-time reporting with a variety of filtering options. Filter by:Employees: Administrator, Assistant, Sales Consultant
Seamless integration with our other workflow solutions.Email: The task management utility is fully integrated with our mass email system. At the click of a button, send emails to all clients overdue on 5500's, annual data packets, census auditing, and more.