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Intelledox

Name: Intelledox
Rating: 4.5 (2 reviews)

By Intelledox

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Highlights : About Intelledox

Approval Workflow

Business Process Automation

Compliance Tracking

Expense Reporting

Job Description Management

About Intelledox

Intelledox is a cloud-based solution designed to help businesses automate processes for customer service, on-boarding, and acquisition. The custom form builder lets users collect information for loan applications, claims, contracts, and other documents, which streamlines cross-channel interaction across pipelines. Key features of Intelledox include collaboration, version control, archiving, and process automation. Businesses can link custom forms with existing backend systems and auto-populate prospects’ information into the applicable fields for facilitating workflow automation. Integration with DocuSign enables enterprises to collect signatures for important documents and establish customer interactions using multiple communication channels. Intelledox helps teams capture relevant information about customer problems and assign support tickets to suitable specialists to resolve issues. Teams can send customer personalized messages via print or digital channels with company branding, which helps to establish brand visibility and improve client engagement. Besides, enterprises can improve on-demand customer communication by generating custom proposals and quotes, negotiated agreements, contracts, statements of advice (SOA), and financial reports.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud, Open API

Language Support

English

Platforms

Product Details

Features

Approval Workflow

Business Process Automation

Compliance Tracking

Document Archiving

Document Retention

Expense Reporting

Forms Creation & Design

Job Description Management

On-Demand Communications

Process Change Tracking

Process Modeling & Designing

Reinsurance Administration

Restriction Management

System Audit Reporting

Underwriting Management

Visual Workflow Management

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