Workflow and Automation: Operational Excellence, Automated

Novidea’s automated workflow tools help you drive greater operational efficiency, moving business quickly and seamlessly from Lead to Quote to Bind.

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If your team is too bogged down by manual tasks to keep up and think creatively, your system isn’t doing its job. Novidea uses Salesforce’s workflow tools to automate time-consuming tasks, benchmark progress, and move business more efficiently across the entire insurance lifecycle.

Automation can bring enhanced value to every phase of your funnel and policy journey, not only by allowing you to optimize every step, but also by eliminating manual data entry. All that adds up to the kind of quick and accurate experience employees are looking for.

Faster and more thorough approvals

Our comprehensive approval process workflow can be used for confirming authority limits and viewing peer reviews. Team members can be notified of open activities waiting to be approved, which can then be resolved any time and on any device. You can also implement a formal approval process, so that documents cannot go beyond a certain point until they pass a defined step.

Task management
made simple

Novidea empowers you to customize each workflow to suit you and your team. Assign tasks depending on specific project requirements or to match your current business processes. These can be automatically generated using events, calendar tasks, or other configurable rules, and can be easily viewed and managed by team members anytime and anywhere.

Manage customers more profitably

With our customer profitability analysis tool, you can measure the time spent on each and every account, taking into consideration not only selling and supporting, but even traveling to and from customer sites.

The platform also analyzes relevant salary costs and commissions to provide a profitability report for each customer. This allows you to quickly and easily determine where you should focus your resources, prioritizing the most viable and valuable business opportunities.