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Client Explorer
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Enhanced Client Services Interface is designed for optimal navigation. It allows you to view client data in many different ways with its on-demand sorting feature. You can retrieve client data with the fastest retrieval tools available. The user interface is very friendly and requires little or no training. Best of all, you can navigate the entire system from one screen.
Benefits Include:
- Anything attached to a client can be easily located within a single screen.
- A simple click of a tab will refine a list to only those pertinent transactions. For example, if you click the policy tab, it will only list policies for that client.
- You can add new clients from Client Explorer.
- List boxes are dramatically faster, bringing up large account information in seconds.
- You can sort any column on any list with a single click.
- The intuitive interface makes it easy for your employees to learn and use.
- List boxes allow you to define simple filters to display only the information you want to see.
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