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Back Office GURU®
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Comprehensive report generators enable the user to build and save report templates and are modified to their liking with dynamic report generators which can be saved and shared.
GURU offers the Risk Management and Compliance Tools as a part of Back Office GURU™ which gives full transparency and includes Unlimited Document Hosting.
A Few Available
Features

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.

Advanced Tools
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.
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