- 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 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.
