Task Management

Organise and track tasks related to your insurance operations

Task Manager helps teams to assign, monitor, and track tasks, ensuring effective task management and streamlined workflows as part of your underwriting process.

Track progress

For teams and individuals alike, it is important to be able to track and monitor progress of your assigned tasks. This helps to empower teams with a view of the any open or outstanding tasks that have been assigned – helping to keep tasks on track.

Link tasks to individual risks

Tasks are linked to a specific risk – this provides improved visibility of any work required on the risk.

Task allocation

Task Manager can help teams allocate tasks by individual, role, or team. This ensures task are allocated to those best equipped to handle them.