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Insurance Workflow Management

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IDIT Component based Solution
 
 
Advanced business workflow management functionality is integrated seamlessly into IDIT™.
  • What does IDIT™ workflow system ensure?
  • Functionality


  • The IDIT™  workflow system for insurance ensures that

    • Corporate procedures are reflected & supported in IDIT™ workflow management
    • Core business, marketing & sales initiatives are incorporated into the workflow
    • Tasks are tracked, assigned, queued and closed with follow-ups
    • Events in the lifetime of proposals, policies and claims are handled correctly & audited
    • Correspondence, printing, imaging & archiving are integrated seamlessly into the insurance process

    IDIT™ workflow management
    IDIT™ workflow management

    IDIT™ workflow management includes the following functionality

    • Advanced business process management navigation capabilities
    • Clear, easy-to-follow activity audit trails
    • Automatic or manual event scheduling, queue handling &  follow-ups
    • Advanced queue management
    • Automatic & scheduled task management
    • Control & escalation procedures
    • Advanced correspondence functionality:
      • Incoming & outgoing documents via multiple channels (mail, email, fax) & multiple formats (tiff, XML, .jpg, gif, PDF, MS Office etc.)
      • Advanced scanning, cataloging, annotation & archiving capabilities
      • Tag & template-based document creation & cutting edge printing, imaging for a one-to-one fit between IDIT™ & organizational standards

    The IDIT™ workflow system offers insurance organizations powerful workflow functionality that is fully customizable & manageable via a set of intuitive tools & wizards.

    IDIT’s philosophy of customer independence allows IDIT™ administrators the freedom to create any imaginable workflow so that it corresponds completely with the core insurance business of the organization – down to the last letter or email in an insurance cycle.

    Using the IDIT™ Workflow Builder, users create workflows using actions, events & task queues. These workflows smoothly guide ‘simple’ users of IDIT™ from start to finish in every insurance process.

    These processes incorporate handling & management mechanisms that control the workflow in critical junctions  - to conduct timely follow-ups, print letters, catalog documents & get reminders.
    All this ensures the cohesive unity of the “actors”, events and documents that comprise the insurance lifecycle. 


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