Discover cases management and Kanban boards

Create your own tailor-made processes or "workflows" to track new insurance policies, new accounts, opportunities, etc., and find them in a practical Kanban view.

The Cases extension lets you centralize and organize your client and opportunity tracking with a simple, effective Kanban view.

The Kanban view offers you practical, structured visual management to optimize the follow-up of client requests and simplify your day-to-day operations.

Here's an example with 3 processes:

Créer vos processus sur mesure

You can create as many processes as you like.

Each process has its own kanban board, with each column representing a stage in the process.

The Kanban board gives you an overview of all your cases at a glance, filtered by assignee and case type.

Using cases types and task templates

The use of task templates allows you to simplify and standardize your operations.  

For example, the New Insurance type creates 5 tasks specific to a new insurance policy, while the New Investment type creates 4 tasks specific to a new investment.

Track the progress of your cases with the history section

You can take notes in comments and create pins to easily follow the progress of the case. 

Its history lets you see all comments and completed tasks.

When the case is done, it will appear in the contact history, allowing you to retrieve it if necessary.

Identify the value of your cases

Each case has a value field that can be used as you see fit.

It can be used to identify the expected commission on insurance sales, the amount invested in a new account or the number of hours spent on operational follow-up.

The cumulative value of all cases is displayed at the top of each column like this:

Ideas for using cases

Here are a few ideas for using cases:

• New insurance follow-up
• New account follow-up
• Opportunity tracking (current clients)
• Follow-up on prospects and new clients
• Tracking time spent on file preparation
• Annual follow-up and service plans

And now...

To use cases, there are just two things to do.  Activate the cases extension and configure them.  The following help articles will explain all this in detail:

• Install Cases extension.
• Configure your Cases processes.