Insurix

Automated Workflow Management

Automated Workflow Management Takes On New Meaning With Rules Based Processing

Analysts now recognize the importance of rules capabilities within core Business Workflow Processing. Insurix achieves this through the association of rules with each step of the process flow, integrating rules into the core execution model. Built from the ground up for the Web, collaboration has never been more attainable.

Business process owners and designers use the Insurix workflow development interface to build flows, queues, forms, decisions, and policies controlling case management, and use specialized versions of flows and rules for specific circumstances (decisioning, product, customer, operator, geography, timeframe).

Flexible Case Management

Case routing and escalation provide flexible control of work through skill and role-based routing. Automated assignment eliminates cherry-picking. The platform supports case, customer, and product-driven routing and actions, with automatic urgency changes, notifications, and re-assignment based on goals and deadlines. Integrated business rules automate work and enable advanced prioritization, routing, and decisioning. The result is faster development time, lower cost of ownership, and better control over operations.

Process Monitoring

Managers can monitor, control, and report on work performed with standard tools and reports.

  • View and open individual work items from reports
  • Display cases by urgency, subject, status, and other fields
  • Every system and user action logged in an audit trail
  • Users have views and permissions specific to their roles
  • Manage to Timeliness, Work status, and Throughput
  • System tools allow users to rapidly change processes, assignments, and rules to meet changing market conditions

Interactive features present real-time data about processes, assignments, work-in-progress, and completed work to support process-improvement activities. Automated features use built-in monitoring capabilities to make decisions and take corrective action based on events and quality standards integrated into processes.

Automated Process Management

System includes a number of facilities that automatically take corrective action – proactively handling potential problems through reassignments, escalations, and dynamic process selection. These features include:

  • Service Level Agreements to automate escalation and corrective action based on time goals
  • Agents to automatically perform time- and condition-based actions in the background
  • Declarative Rules to execute actions when data conditions change
  • Triggers to monitor and respond to database changes

Product Highlights

  • Quickly define work queues, assign users, and develop routing rules without any software coding
  • Assign individual/group user rights to items within queues to ensure authorized access and support compliance requirements
  • Seamlessly integrate existing line of business functionality
  • Audit the complete history of a work item with minimal effort for reporting and compliance
  • Customize alarms and message alerts to tell users and administrators when time limits are exceeded or other pre-defined conditions are met
  • Create an unlimited number of structured workflows to fit your business needs enterprise-wide
  • Define exception flows and do ad hoc routing
  • Create sequential as well as parallel active tasks
  • Establish conditional routing
  • Define data or business-driven workflows (with or without documents)
  • Sub-flow launch capability
  • Before and after-step scripting
  • Full API allows you to build reply agents, and build/manipulate flow templates
  • Ability to test configurations of a workflow in a testing environment prior to promotion to production

Benefits

  • Increased Productivity: Reduce low/no value manual efforts by automating specific processes where appropriate
  • Consistency: Improve the reliability and consistency of corporate processes and procedures
  • Error Reduction Fewer instances of manual handling reduce the opportunities for incorrect data entry
  • Customer Centric: Implement, deploy, measure and optimize processes that are in tune with your business and your customer’s needs
  • Financial: Reduce operational costs by automating steps in key business processes, all of these benefits contribute to fewer expenses in errors and lost productivity, and greater earnings through a revitalized focus on customer service

Deliver increased business agility as core organizational policies can be changed and tested by the business without long IT development cycles.

Please contact our sales department for a full list of features.

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