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The workflow management component is a necessary tool for every implementation. It has some interesting, practical features that we consider a must for a well-working and complete insurance solution.
The workflow module supports:
- browsing through and changing the status of quotations, policy subscriptions and changes
- adding memos (internal and external) in the case of status change
- online communication on the status of an application
- checking audit trails (complete history of workflow actions)
- distributing work (attribute current tasks by employee or supervisor)
- planning and managing tasks
- integrated workflow for all channels: from quotation to policy
- creation of output (documents, emails, print jobs)
- automatic work distribution / routing with the help of process groups
- automatic status change with underwriting rules and underwriting status
- sending confirmation emails and creating output in the case of a status change related to insurance takers, internal employees, brokers and business partners
- workflow for medical approval
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