Unleashing business efficiency with customisable workflows. A look into how the invaluable Insureflow workflows are the antidote to rigid, costly processes.
When we demonstrate Insureflow, we talk about the workflow capability A LOT. It's a critical component of the system and one of the major reasons Insureflow affords such flexibility and efficiency.
Some context. When we set out to create Insureflow, we were driven by our own frustrations as buyers of similar systems in the past. One of the biggest and most consistent problems we faced was the inflexibility of the platforms we used. Efficiency was incredibly difficult to deliver, yet such a critical priority for the businesses we worked for.
Naturally, when we started Insureflow, flexible workflows were on the "must-have" list. We would build Insureflow in a way that could eliminate the rigidity across the entire lifecycle, resolving a problem that so often plagued the industry.
Workflows are central to how a piece of work passes from initiation to completion. This could be an insurance quotation, a bind process, a claim, peer review, mid-term adjustment and any other process carried out across the insurance lifecycle.
In the insurance industry, where different businesses and products have unique requirements and processes, flexibility is invaluable.
Insureflow genuinely empowers businesses to have workflows that work for them, rather than being constrained by rigid systems that don't align with their operations. With Insureflow, businesses can rapidly process tasks, streamline operations and processes, and focus on user experience.
Put simply, our workflows eliminate redundant processes and duplication, instead focusing on increased velocity, automated processes, optimised data collection and a great user experience.
It’s not just the product workflow. Insureflow enables the implementation of entirely different processes per distribution type for the same product. This means that businesses can tailor how they deliver and manage products by different distribution channels or methods.
For example, a product could be distributed online, via brokers and through a contact centre simultaneously, but with workflows configured to provide different questions, processes, automation and more, without having to create multiple product lines.
Total flexibility to deliver the best experience by product type. Quickly, simply, intelligently and without duplication.
It's not just what you see on the screen that matters. Behind the scenes, Insureflow workflow supports the automatic creation of tasks, emails, peer reviews, external processes, 3rd party integrations, and so much more.
These processes work seamlessly to support the users and businesses, automatically ensuring that all necessary actions and communications are handled efficiently and wherever possible, automatically.
Insureflow automation can take care of the behind-the-scenes processes, so businesses and its people can focus on their core functions.
When creating the flexibility, a big question was - how do we avoid the setup and management of such flexible workflows becoming overwhelmingly complicated and time-consuming?
Solving this was no mean feat, it took several years of effort, backed with a huge amount of prior knowledge, to deliver a good solution.
Insureflow now incorporates a user-friendly content management system that allows easy configuration through a simple point-and-click interface. This means that no coding is necessary to set up and manage workflows within Insureflow.
And while flexibility is great, starting from a blank sheet of paper for every product can be somewhat intimidating.
To combat this, we provide a wide range of starter templates based on business, distribution, and product types. These templates offer great starting points for configuration, making it even easier for companies to build upon existing structures and customise their workflows.
If you can't see it, it isn't real! That's the first rule of buying software.
So if our workflow capabilities have piqued your interest, please do contact us so we can demonstrate how the power of this functionality can genuinely help your business and teams become more efficient and your people happier.
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