Features

Automation

Data Ingestion

Invoices are ingested directly into the system through the quote module, or by integrating with CRM like Salesforce. Once the opportnity is closed an the data can be pulled into the system for invoicing to relevant insurance company.

Domain

Data Analytics

Data analytics can be used to highlight over due invoices in advance, also insurers compliance to invoicing and to showcase expected cashflow vs actual etc. This helps in better budgeting and cost allocation.

Platform

Data Representation

Dashboarding facility for the CFO helps them get a quick overview which can be drilled down to further details. Pending invoices, expenses, incentives etc. by business, geography, teams etc. helps clients visualise and stay updated on the go.

Benefits

Vector ability to ingest invoices i.e client or expenses is beneficial to generate analytics which helps them in better conttrol their expenses and project upcomning expenses. It also helps in future budgeting exercise for clients.


Revenue

Considerable benefits are garnered with the use of "Vector". Generating invoice on the right time and ensuring they are paid on time improves the organisations ability to generate even more revenue.

Cost

With a Dashboard representing expenses etc. across the organisation, it helps in cost control and monitoring before it escalates. Also this helps keeping every team member aligned to the business and budget objectives.

Customer Experience

Customer experience improves significantly as people understand the process and can they align themselves towards it.