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does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
2017-11-20
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Always seems to work great and when I…
Always seems to work great and when I did have an issue the tech support was great to help even though it was my fault for the error.
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2021-01-05
Well I am finding this to be quite convenient and plus...
Well I am finding this to be quite convenient and plus having all types of forms, but since most things come in PDF I am loving it for my small business, I can duplicate the state tax for for each company and only fill in the "seller" info and that is so time saving! I think I am going to absolutely love this, its my first day here and already feel super pleased!
2020-08-21
It works really good although saving…
It works really good although saving process for the PC is a bit bad because it doesn't save documents directly.
2020-05-08
Cut Off Endorsement in CWK Feature
The Cut Off Endorsement in the CWK feature enhances your workflow by providing a systematic method to manage endorsements efficiently. This feature helps streamline the process and ensures clarity in communications.
Key Features
Simplifies the endorsement process
Tracks endorsement cut-off dates
Notifies users of pending endorsements
Integrates with existing CWK systems
Provides detailed reporting on endorsements
Potential Use Cases and Benefits
Management of project deadlines
Clear communication for team members
Enhanced accountability among stakeholders
Improved tracking of endorsement status
Reduction of errors related to endorsements
By implementing the Cut Off Endorsement feature, you can eliminate confusion and uncertainty. This tool addresses common challenges in managing endorsements, allowing you to meet deadlines with confidence and keep all team members informed. Experience a smoother endorsement process today.
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