Client’s and their work sources can create and manage their leads through a web based portal. This includes fully vetting their client’s (including reading out any terms and conditions you may have), having an authorisation step in which leads can be accepted, rejected or flagged for further information. Leads will automatically open a case within a client’s case management system which can include a full vetting sheet from the information originally taken by the agent/work source.
Client’s can have a prebuilt or customised contact form which they can easily add to their website. This will automatically open cases within their case management system along with all data (as well as any attachments) that the user has filled out.