Articles

10

Illustration of a case file that writes its own summary and key fields the moment it is created.

Featured

Case management

When a case writes its own summary and key fields, the next handler knows what it is before reading a page. Meet the case that understands itself.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

Claims

Claims intake is a reading problem

Claims intake is mostly reading. How to read handwritten forms, photos, and PDFs on arrival and get clean data into the file without re-keying.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

Claims

Claims management software: what actually matters

Claims management software checklists focus on features. Here's what actually separates a system that helps a claims team from one that just adds another screen.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

Claims

Health insurance claims management software: two authors

Health insurance claims management software has to handle two different people submitting the same file: the patient, and whoever treated them.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

Compliance

Best KYC software for compliance campaigns

The best KYC software depends on the job. Here's how identity screening tools and compliance-campaign tools actually differ, and which one solves which problem.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

FNOL

FNOL software: why it decides claim length

FNOL software and why the first notice of loss decides most of a claim's timeline before anyone has even started deciding it.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

Compliance

What a well-run KYC campaign actually looks like

How KYC compliance software runs a periodic review campaign: re-verify thousands of customers at scale, with fewer chasing emails and a clean audit trail.

Rolf Tjalsma

Rolf Tjalsma

This article describes what happens after a form is submitted

Operations

The real cost of email ping-pong

Rolf Tjalsma

Rolf Tjalsma

Case Management Salesforce

Case management

Why Salesforce is great at case management

Why Salesforce earned its position in case management, how AI changes the value and limits of its configurable model, and what modern case operations require next.

Rolf Tjalsma

Chris Castan

This article describes what happens after a form is submitted

Claims

What a well-run claims process actually looks like

What a well-run claims process actually looks like: how claims process automation cuts manual triage and gives claimants real visibility, without losing the audit trail.

Rolf Tjalsma

Rolf Tjalsma