Back Office and Document Management
Simplified management of applications and documents for you and your customers, thanks to document automation features.
EGG Finance makes back-office work easy and fast by automating the collection of all information needed to process a case: from the documents required to deliver services to customer information. Thanks to process automation, it is possible to define actions and events at each status change. The goal is to minimize the time back-office staff need to process each case
Management of cases and their progress status
Management of progress workflows by product and user level, with filters and advanced settings
Organize the company workflow with graphical process visualization
Calendar appointments, automatic emails, and activities integrated into the workflowsSsS
Organization of folders and subfolders for storing company documentation, with access divided according to user level.
Dynamic required documentation for cases and records, automatically requested based on case progress or the information provided.
Automate document printing by using a template and mapping its fields to easily generate print-ready documents.