Excel-Based Communication Channel

Streamline your agency operations with our comprehensive solution

Excel Interface

Excel-Based Communication Channel

When direct access to the application isn't possible, our system provides seamless Excel file integration. Clients can submit data via standardized Excel templates that automatically sync with your system when uploaded, ensuring continuous workflow even without internet access or application login.

Email Processing

Automatically extract data from client emails and attachments, reducing manual data entry.

Workflow Automation

Create custom workflows to automate repetitive tasks and standardize processes.

Reporting Dashboard

Real-time analytics and customizable reports to track agency performance.

Client Portal

Secure portal for clients to submit documents, check status, and communicate.

Document Management

Centralized storage for all client documents with version control and secure access.

Alerts & Notifications

Customizable alerts for deadlines, submissions, and important milestones.