Industry Focused Workflow Solutions
At the heart of our industry specific workflow solutions are our “Launch Pack” service offerings. These Launch Packs are meticulously crafted collections of pre-built and configured Podio apps, templates, workflows, and native ShareFile integrations tailored to specific industry needs and use case.
Our Launch Packs are designed to significantly reduce the “time to value,” enabling businesses to deploy powerful, industry-focused workflows on Day 1 to drive immediate productivity impact. These ready-to-use solutions can be quickly customized to fit your specific requirements, providing a robust starting point that accelerates your workflow efficiency and effectiveness from the moment they are implemented.
InsuranceHub
Onboarding Made Easy: With InsuranceHub, the journey from quote to policy is seamless. Automated workflows ensure that application signatures are secured efficiently, and new policies are created without a hitch.
Service with Speed: When a client submits a first notice of loss, InsuranceHub's pre-configured workflows kick into high gear, enabling faster claims processing and ensuring prompt settlement and payments.
Support that Stands Out: Our platform ensures that policy and billing support, alongside general inquiries, are handled with care and precision, providing your clients with the assurance they need.
FinanceHub
Streamlined Onboarding: FinanceHub simplifies the transition from loan application to agreement, leveraging online forms and e-signature integrations for swift processing.
Efficient Loan Management: Our pre-configured workflows offer end-to-end management of the loan servicing process, with real-time updates for clients and staff.
Enhanced Support System: Tackle inquiries and issues effectively with our digital support system, ensuring clients receive prompt and precise assistance.
ManufacturingHub
Efficient Order Processing: From order intake to job assignment, ManufacturingHub's online forms and auto-assignment capabilities ensure smooth operation.
Enhanced Equipment and Incident Oversight: Maintain full visibility over floor operations and operational status, enabling quick responses to any incidents.
Focused Improvement Initiatives: Easily connect and track root cause analyses and continuous improvement projects, fostering a culture of operational excellence.
AccountingHub
Streamlined Client Onboarding: Simplified client onboarding process with seamless integration of essential documents and e-signatures for agreements.
Orchestrated Tax Prep, Filing & Resolution: Predefined playbook for tax preparation, filing, and resolution actions, ensuring efficient and timely completion with built-in approval routing and notifications.
Efficient Bookkeeping: Automated bookkeeping processes with real-time updates and notifications, enhancing accuracy and reducing manual effort.