The IIZUKA Case Manager Benefits Plugin provides the ability to capture all benefits currently in receipt by a client, to manage claims made, appeals, outcomes and cash gains. It also enables an adviser to upload current and better-off calculations from your preferred benefit calculator. Casework reminders and client contacts are managed through the Case Manager Dashboard, as an email reminder or via Outlook Calendar integration. The IIZUKA Case Manager provides a smarter way of working and reduces the stresses of managing a busy time-driven caseload.

• Benefits in Receipt
• Benefit Calculations
• Better-Off Calculations
• Outlook Integration
• Reminders
• Case Reviews
• Claims Made
• Claims Outcomes
• Claims Appeals
• Inbound Referrals
• Outbound Referrals
• Mail/Merge / Letter Generator
• Comprehensive Reporting Tool Function