V3

for Retirement

A Powerful Software Solution for Pension Funds and Administrators

Workflow

V3 Workflow is a powerful tool for the automation and management of work processes. Workflow functionality allows an organization to define and implement its own business processes and rules. These processes may be launched manually or triggered automatically and can be configured to allow ad hoc flexibility or enforce rigid standard control.

Workflow offers all the capabilities of a stand-alone enterprise workflow solution including business process design, rule based routing, work inboxes, work queues, conditional steps, ad hoc steps, dynamic data attributes, automated steps, native imaging integration, and much more.

Workflow diagram
computer saving files to the cloud

Imaging

V3 Imaging is a powerful electronic document management solution. It is your gateway to an automated, paperless organization and seamlessly integrates with Workflow and CRM.

Imaging can be implemented to replace a legacy imaging system or as an organization’s first imaging solution. Imaging supports barcode technology for document recognition and OCR functionality for automated claims adjudication.

CRM

V3 CRM is a powerful customer service solution that consolidates and simplifies all touch points with any of your customers. CRM gives you one-click access to call logs, document histories, service trails, in-bound images and system-wide transaction information in a single interactive repository. Service representatives can log new calls, review prior calls, open and act upon workflows and tickets, generate documents and email, review all documents and emails previously sent, and access all of a customer’s electronic records.

Telephony integration including “screen pops”, challenge questions, call scripting and optional call recording make V3 CRM a complete solution. CRM is a fully integrated part of the overall V3 solution.

MSR at computer

Self-Service

V3 Self-Service delivers online, real-time and web-based self-service capabilities to participants, employers, employees, providers and brokers. Customers can access data and execute transactions over the internet without the intervention of office personnel. Self-Service is highly secure, highly available and broadly deployable.

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