Solutions Overview
P & C
CRM
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Pre-Enrollment
MCE Compliance
Life Insurance
Healthcare
Residential Mortgage
Commercial Mortgage
BPO

The Right Technology,
        Right Now.

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

Pre-Packaged Functionality

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

  • Multiple intake channels (Web, Fax, Email, Paper)
  • Holistic, centralized 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 perform data entry in 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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