Notes & Diary Module
Beyontec Suite provides extensive notes and diary functionality for tracking history, comments, action items, and other important information for the life cycles of policies and claims. Automatically generated diaries triggered by user or system events may be configured along with the follow-up actions and dates.
Module Highlights
Each feature of the module provides the specific functionality needed to support your business – the way you to – giving you the independence and freedom to adapt to market trends and requirements with greater speed and agility.
Communication with All Stakeholders
Beyontec Suite’s Notes and Diaries feature can be associated with any transaction in the system. Notes and diaries may be assigned to specific users or user groups based on configured business rules.
Workbaskets forNotes & Diary
Beyontec Suite provides a preconfigured workbasket for notes and diaries. Notes and diaries opened from within the workbasket provide instant access to the associated policy or claim.
Rule Based Automated Notes & Diary
Beyontec Suite’s Notes and Diaries feature can assign an automated note or diary to specific users, user groups, policies, or claims based on insurer defined rules.
Transaction Based Communication
Beyontec Suite’s Notes and Diaries feature provides the automatic, transaction-based creation of notes and diaries based on insurer defined events.
User-Based Control
Beyontec Suite allows only authorized users to view notes and diaries. Access to the feature is based on predefined user security configuration.
Follow-Up & Reminder Alerts
Beyontec Suite’s Notes and Diaries feature can be configured to send one or multiple automated alerts to users based on defined conditions.
Setup for Both Internal or External Users
Beyontec Suite’s Notes and Diaries feature can be extended to include third-party users such as agents and brokers. System authentication and validations limit access and visibility to only appropriate information.
Document Attachment
Beyontec Suite’s Notes and Diaries feature allows supporting documents to be attached through upload functionality. Documents are permanently maintained with the appropriate note inside the claim or policy.
Calendar View
Beyontec Suite’s Notes and Diaries feature provides a calendar view of all upcoming actions and alerts.
Compliance Management
Beyontec Suite’s Notes and Diaries feature is fully compliant with insurance regulations and audit requirements. The non-editable records are stored with appropriate policies and claims for fast and easy access.
Notes & Diary Reports
Beyontec Suite’s Notes and Diaries feature provides a chronological history of all events including the subject, originator, and date.
Security & History Maintenance
Beyontec Suite’s Notes and Diaries feature maintains a record of all actions including user names, dates, and times. Notes and diaries are associated to the appropriate policies and claims for easy access throughout the system.
