Time is a precious thing and we have all heard about this or that solution that saves time or is more efficient, but does it really? Too many words and too little results. In the beneficiary management business, the time it takes to manage different beneficiaries varies due to the unique differences between them – personality, mental or physical capabilities, financial situation, etc. It can be difficult to keep track of the various things you are responsible for or at least the things you need to keep an eye on.

First, is your current solution able to ‘keep an eye’ on all of those points or places you need to watch? Second, how much time does it take to manage each one of your clients? Third, are you aware of the differences between Optimus and your current system? Is it easy to use? Does it keep you connected to the pulse of your beneficiary’s bills and back payments? Does it alert you when there are resource issues? Does it provide the critical reports to make your work simpler? Does it keep you informed of the financial status of your beneficiaries? Do you have a beneficiary dashboard giving you visual and one-click add and edit, access to all the critical information, from bills to alerts, relationships to notes, and financial summary to the check register? Are you able to navigate quickly to related areas in the program from where you are? For example: from the alert for missing beneficiary data to editing the data field in one click?

If you answered no to many, most or all the questions, then for your sanity sake, look at the introduction video and contact us to set up a personal tour to see just how simple it is to manage your beneficiaries. It doesn’t have to expensive or complicated. You can take Optimus for a test drive by logging into a demo just for you. Fill out the demo request form and we’ll send you the login information.

I have seen some other systems. I have seen Rep Payees attempting to use QuickBooks™ and it is not pretty. If you are using QB, then you already know you’re wasting precious time and probably missing details you need to keep an eye on. Some other systems are very good, but I have yet to see a real comprehensive dashboard for each beneficiary that has even part of the detail you should have access to at a glance. Optimus allows you to keep track of many things that are unique to each beneficiary. The dashboard is where you see all of that. The time you save with Optimus will vary from your current solution, but you would be hard-pressed to beat Optimus. See how much time you will save after you make the move to Optimus Beneficiary Management Software.