ThreadWise

0 reviews

ThreadWise deploys targeted solutions that solve an agency's operational bottlenecks, so you only pay for what you truly need, deployed inside the tools you already use. Task Tracking: we fully automate the activity tracking workflow, giving each agent a simple to-do list and giving managers a universal view of all tasks in flight. Form Filling: we can move info from old supplementals, ACORDs, policies, surveys, and even client emails into new supplementals, meaning any PDF data entry can be rapidly improved. With each form filled, you also receive a citation sheet showing where each data point was pulled from, ensuring accountability. These tools can be combined to automate COI request workflows, invoicing, SOV mapping, and a variety of other admin tasks that drag on an agency's bottom line.