Solutions Overview
P & C
Life Insurance
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CRM
Claims Processing
Complaint Management
Pre-Enrollment
MCE Compliance
Residential Mortgage
Commercial Mortgage
BPO

The Right Technology,
        Right Now.

EPITOME CRM helps improve customer relationships by managing customer requests with automation and centralized administration

Pre-Packaged Functionality

EPITOME CRM has been designed to manage customer interaction utilizing a rules engine, automated workflow, and content management

  • Multiple Intake Channels (Web, Fax, Email, Paper)
  • Customer Centric view of customer request data, demographic data, events and historical information
  • Rules driven workflow and workforce management
  • Exception Processing and Handling
  • Integrates with Internal or BPO platforms
  • Real-time dashboard, reporting and performance management (standard and customized)
  • Rules and Timers configured to meet SLA’s
  • Performance and Service Level Agreements
Benefits
  • Centralized administration of all customer requests
  • Integration provides single view of customer data and eliminates the need to update multiple systems
  • Streamlined customer request handling
  • Proactive management of workforce and work distribution
  • Embedded rules in workflow process ensure timely work completion and SLA compliance
 
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