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Insurance
 

 

• Underwriting and Claim documents are automatically
aggregated and presented based on the work type.
• Missing documents are displayed
and notifications are automatically sent.
• E-forms allow departments to quickly create “worksheets”
that present comprehensive views of applicant or claim details.
• Work is electronically routed to regional underwriters/adjusters
based on workload, region and/or applicant type.
• Managers have a consolidated view of all work-in-process and
can reassign or move work as necessary with a click of a mouse.

Health - Life - P&C - Specialty

   

 
   

Mission-Critical Processes
Insurance organization’s most mission-critical processes, claims, underwriting, customer service, and enrollment are automated with SmartDesk. Leveraging SharePoint as the content repository for the documents that support these processes, and K2 as the Workflow engine, users can span LANs and WANs to instantly distribute and process work electronically.

With SharePoint's out-of-the-box robust reporting tools, it’s easy to create executive “dashboards” that provide managers and executives comprehensive and real-time views into all of their business processes and work-in-process.  And since all actions are recorded and controlled, meeting Government compliance requirements (HIPAA and Sarbanes-Oxley) can be realized more easily.

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