Tasks enable you to create follow-ups & reminders against clients, policy transactions and claims.
INSIGHT has three types of tasks:
 | Client Tasks | |
 | Policy Tasks | |
 | Claim Tasks |
 | All tasks (Client, Policy & Claim Tasks) can be managed under the respective client. |
 | However, users can also view Policy Tasks under the respective policy transaction & Claim Tasks under the respective claim. |
 | INSIGHT Tasks can be assigned to the user or to other staff members. |
 | The progress of the task is monitored by updating its status, i.e. from “Not Started” to “Completed”. |
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