Assistant
An Assistant for Your Activities
Assistant is the EGG Finance service that helps you perform repetitive tasks, provides useful information for decision-making, and supports you in marketing, sales, and back-office activities.
Plan your financial product renewal strategy: you can receive a reminder or send an email/SMS to the client to propose an offer or schedule an appointment
Send an email after a certain number of days that a case is pending customer action. Automatically send an SMS and schedule a meeting with the client in your calendar, and much more.
Receive a reminder when a case is incomplete, commissions have not been generated, or it has been inactive for several days
If you are a manager, you can be notified when a case is critical and requires your intervention
Create your own custom actions and receive reminders for important activities for your business