A Few Available
Unlimited DIY PAYPLANS®
Design & Build
Advanced Report Generator Tools with Design and Build Interfaces. Save templates and create share groups. Hundreds of Parameters, Output Options and Subtotals to work with. Instead of offering stale Static reporting, the Production Reports Tool provides a comprehensive set of report Generation Tools that allow the customization, and distribution of reports and make it easy for organizations to give employees access to critical information.
Risk And Compliance Management tools and Document Storage are provides workflow for the documents with a built in review process, correspondence tracking and Audit Trails. This allows total transparency across the departments, and standardizes review processes which helps safeguard brokers by ensuring that they stay compliant. Proper adoption of this feature set will significantly reduce the Brokers liability. The addition of TransAction GURU can improve these functions further by incorporating pre-set Document Lists, templates, tasks, and emails forms.