Notes & Diary

The Beyontec Suite’s Notes & Diary functions automate file documentation, set follow-ups, show existing Notes and Diaries with the newest at the top, along with the subject, the originator, and the follow-up dates. Filters enable easy searching, and a color legend whether the Note or Diary was system or user created. And the native Security features ensure sensitive information is seen only by those with proper authority.

Notes & Diary

The Beyontec Suite’s Notes & Diary functions automate file documentation, set follow-ups, show existing Notes and Diaries with the newest at the top, along with the subject, the originator, and the follow-up dates. Filters enable easy searching, and a color legend whether the Note or Diary was system or user created. And the native Security features ensure sensitive information is seen only by those with proper authority.

Notes & Diary Features

Compliance

Diaries help ensure Statutory and compliance-driven dates are met.

Automation

Using business rules with Notes & Diary trigger system-generated Notes or Diaries.

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Communication

Users can also communicate by sending Notes and Diaries to co-workers, agents, and insureds.

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Timeliness

The Diary ensures follow-up so tasks don’t fall through the cracks.

Convenience

Users can access Notes and Diaries from most screens minimizing navigation time.

Integration

The Notes & Diary function is integrated across all modules of the Beyontec Suite.

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