Articles
10
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
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
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 adds another screen.
Rolf Tjalsma
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
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
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
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
Operations
The real cost of email ping-pong
Ask, wait, receive half, ask again. Email ping-pong is a process problem wearing the costume of a communication problem. Here is what it costs your team.
Rolf Tjalsma
Case management
Why Salesforce is great at case management
Why Salesforce earned its place in case management, how AI changes the value and limits of its configurable model, and what modern case operations need next.
Chris Castan
Claims
What a well-run claims process actually looks like
What a well-run claims process looks like: how claims process automation cuts manual triage and gives claimants real visibility, with the audit trail intact.
Rolf Tjalsma