Management Information
- 100+ standard reports
- UDMI (User Definable Management Information)
- Reporting by network, branch, firm and/or individual
- Able to export to .CSV & PDF
- All reports branded
- Permission controls over what users can see and produce
Intelligent Office enables you to extract and use management information and apply it in ways that can benefit your business, whether that is for client segmentation, tracking line items, compliance or valuable marketing and sales purposes.
Management data is a powerful resource; it puts you in control. Intelligent Office provides you with ready access to all the relevant management information you need to keep your finger on the pulse of your business.
Importantly, Intelligent Office provides a simple but very effective solution to deal with inconsistent data captured from external sources, ensuring spelling, presentation and delivery of data and information is consistent throughout your operation. This can be invaluable when seeking PI cover and reporting to the FSA, as it enables accurate data collection and analysis.
Provider and plan descriptions are pre-populated which, as well as taking the legwork out of data keying, means your data is clean moving forward. More importantly, you have the peace of mind of knowing that your data will be easy to access as well as accurate.
A comprehensive range of over 90 management information reports gives you a readily available means to drill down and extract the type and level of data that suit your business needs.