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After uploading the excel the allocations are done accordingly adn records get divided into 4 parts-:
- Unassign.
- Auto-Assign.
- Approved.
- Noservicearea.
Auto-Assign-All those records from the uploaded excel which has been auto-assigned means the record which has matched the working enviroment of any particular users chain flow are listed here. Here every users in the work chain is automatically assigned the records. Users including the Teamleader, SUpervisor,Telecaller and Feildcollector.As allocations are already made so there will be no need to assign any user from here. Still if the user wants to change the assigned users then they can easity manage by selecting the feildcollecotor from the list and it will automatically create new chain according to selected Feildcollector. All available records on this page need is be approve manually so taht it will make the selected records online and ready to work for the telecaller and collector. After approving the record the records started to get visible on AGENCY ALLOCATIONS acitive. This page features these below functionality-:
- Assigning records to users if needed.
- Assigning and approving records to users.
- Deleting the records.
- Transferring records to noservicearea.
We've been using CAMS for just over a year now, and in all that time, I've never once thought about making a change. The thing I love about CAMS is how versatile and adaptive it is. If I want it to do something, I can make it do exactly that. CAMS structure and ability to specifically tailor how the accounts behave at any given time make it stand out for me. Recently we made a big change to how our accounts were handled by our collectors, and CAMS never missed a beat. I changed a few settings, set up a new job to run every day, and it worked perfectly. I wouldn't hesitate to recommend CAMS. It's just an amazingly useful piece of software for managing your collections accounts.
Hrishikesh Adwalpalkar, Director , SFS Allianz Pvt Ltd
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Stay Updated
Getting real-time agency bucket wise resolution status is just a click away.
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Simple to use
You can get an operator started in less than four hours including your field force too
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Limitless Features
Packed with features. Automate from getting trails to claim paid / Reconciliation.
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Built to customize
Easily integrate with IP pbx and call your customers right from CAMS with a click.
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Forecast & Track Easily
Forecasting monthly target as per the buckets or portfolio is easy to manage and track.
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No Excel Skills Needed
Complete user friendly UI and seriously no excel training needed to your people.
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Unique Allocation Access
Security and control features as per user and portfolio levels to ensure proper allocation.
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Click 2 Dial
Dial right from the CAMS screen, converting the time lost in manual dials and misdials.
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Field Live Tracker
Field collector tracking / allocation & visit feedback from mobile application for faster results.
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