You define the workflow. You define the processing rules.
You change them when the business changes. All modules are interconnected, and the same system serves an insurance company, an insurance agency or a manufacturer.
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TaskLive Workflow · Process compliance
The golden thread through every transaction.
A makes a request. B approves it. C acts on it. Everything happens as per process, and still a compliance issue arises, because nothing links the three steps into one record. If each transaction is a pearl, TaskLive Workflow is the thread that strings them together.
- User-defined workflows
- Provable compliance
- Reconciliation
- Complaints with SLAs
- Lead follow-up
What you get
Four things the thread gives you.
01
Process compliance you can prove
Every request, approval and action is linked in one workflow.
02
No more manual tracking
The spreadsheet that tracked who did what is retired.
03
Complete traceability
Find the missing link quickly.
04
Centralised data
Everything in one place, ready to analyse.
Modules
Five modules, one thread.
01
Workflow
A workflow is a series of activities, industrial, administrative or otherwise, that needs several people to collaborate. Fulfilling a sales order, for example, runs from the customer placing the order to the product being delivered. TaskLive Workflow models that end to end.
02
Policy generation
For insurance use, maintain policy types and standard wordings in the system, link wordings to types, and policies are generated in one step.
03
Reconcile
Traceability is critical, but so are tallied accounts. The Reconcile module pulls an exception report of unmatched debits and credits so the mismatch is fixed quickly.
04
Customer complaints
Define complaint types, fix service-level agreements, and set an escalation matrix, so complaints are handled on time.
05
TaskLead
Automated follow-ups, email campaigns, greetings and payment reminders, so a happy customer becomes a repeat customer.
Shares its Maker–Checker way of thinking with Ganav.
If your compliance problem is in the books rather than the process, start with Ganav, our accounting and practice platform.
See GanavGet ahead of the compliance question