Routes and tasks
Policy issuance, claims settlement, debt collection and reserve calculation follow routes with conditional transitions. An approval route is drawn in a visual editor, tasks reach employees in a shared queue, and overdue tasks are escalated.
Plan All plans. Custom processes in Enterprise.
What is inside
- Visual editor of approval routes
- Conditional transitions, parallel and sequential steps
- Employee task queue
- Escalation of overdue tasks
- Notifications to employees
- Process execution log
- Saved filters, keyboard shortcuts and printing
Conditions
The set of processes in the delivery is fixed: issuance, claims settlement, debt collection and reserves. The approval routes within them are configurable.
These parts of the module are on the product roadmap. We confirm timing and scope during implementation.
- Process versions
Frequently asked questions
Can an approval route be changed without developers?
Yes. The route is drawn in the visual editor: steps, conditions and approvers.
What happens to an overdue task?
It is escalated by the route rule, and the employee and their manager receive a notification.
Is the process history visible?
Yes. The log shows every transition, the assignee and the time.
Use cases with this feature
Other features
Shall we show the system on your products?
We will build your product in the builder, take a policy from quote to claim and estimate the implementation cost for your lines of business and countries.