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GLOBAL XTM || workflow

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GLOBAL XTM Task Management provides a workflow and diary capability within the core GLOBAL system.

This provides the benefits of workflow for brokers and other insurance organisations who do not require the full business process management of Xcelerator.

The benefits that task management can provide include:

  • Increased business efficiency - although full business process management may be neither appropriate or cost effective in certain circumstances within the complexities of the wholesale market, a focus on business processes leads to their streamlining and simplification - and then Task Management ensures their effective delivery.
  • Improved control - implementing formal management of business processes provides both visibility and control.
  • Better customer service - process consistency ensures that customers receive the right level of service in terms of both timeliness and quality.
  • Flexibility - the disciplines involved in designing and implementing Task Management provide a platform for flexible future business responses to opportunities and threats. It is easier to change processes from a well-defined base.


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GLOBAL Broking System
Features and Benefits
GLOBAL XII || web front end
GLOBAL XBI || data & reporting
GLOBAL XMP || messaging
Downloads
GLOBAL XB
GLOBAL XII
GLOBAL XMP
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