Cases CRM

Allows the users to manage their cases from start to finish

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BrightOffice Case Management Software can be used for a variety of cases, including; PPI, Pension Transfers, Mis-sold Mortgages. The software can be customized to suit your business needs, designed to handle claims in high volume. Effectively manage your cases and customers with feature rich case management at the core of the software. Manage a multitude of case types including PPI, pension transfers, miss-sold mortgages and many more. Monitor and automate the progress of each case at defined points with intelligent work flows that are custom built to match your business processes. Improve time efficiency and reduce admin responsibilities by processing mass updates in one action freeing up your staff to spend time where it matters. View and interact with customers easily with integrated prospecting, marketing, sales and support.
BrightOffice Cloud CRM

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based

SUPPORT

  • Chat
  • Phone

Knowledge Base

  • Help Guides
  • Blogs
  • Webinars

Cases CRM Core Features

Claims Processing

  • Case Management
  • Compliance Management
  • Document Management
  • Electronic Claims
  • Forms Management
  • Fraud Detection
  • Paper-Based Claims
  • Payor Management
  • Policy Administration
  • Reports

Cases CRM Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based

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