According to a press release from the company, which provides full-service Web-based 401(k) plans for small and middle market businesses, CRM 2.0 automatically initiates an online inquiry submission which it then routes to the appropriate service representative.
Through the new platform, these submissions
also have the potential to be re-routed
interdepartmentally where appropriate.
CRM 2.0’s “Track-It” feature allows
clients to check the status of their submissions
throughout this routing process. If a submission requires
additional information from the client’s end, CRM 2.0
is also equipped with a “To-Do” function to
serve as an alert to the user.
CRM 2.0 also includes homegrown loan and distribution wizards which now automate their previously manual and arduous processes, which increase efficiency and workflow processes, including those involving loan documents and payment schedules in the loan wizard’s case and check issuance in terms of the distribution wizard.
The status of all requests is available online as
For more information visit http://www.theonline401k.com/ .
« War Stories: May 2007