Streamline Your Compliance Management: Introducing Billy’s New “Needs Attention” Feature

Join us for a webinar showcasing Billy’s latest innovation in insurance and project management: the “Needs Attention” feature. This powerful new tool revolutionizes how you prioritize tasks, manage vendor documentation, and stay on top of your projects

In this webinar, you’ll discover how to:

• Navigate the new “Needs Attention” page for actionable insights across all your projects
• Efficiently review and manage vendor documents with the “Needs Review” tab
• Streamline document requests using the “Needs Request” feature
• Identify and follow up with non-responsive vendors
• Leverage the project filter to quickly switch between projects

Learn how this time-saving feature integrates seamlessly with your dashboard, allowing you to address critical tasks with just a few clicks. Whether you’re managing a single project or overseeing multiple ventures, the “Needs Attention” feature will help you stay organized and proactive.

Don’t miss this opportunity to enhance your project management workflow and maximize efficiency with Billy’s latest update. Register now to take your insurance and project management to the next level!

Sign up today!

SPEAKER

Kelsey VanSleen
Partner Success and Implementation Specialist
Billy

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