Articles
14
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
Case management
Email-driven case management for insurance brokers
Email-driven case management for insurance brokers: where files leak in a shared inbox and what a case needs to carry to stop it.
Rolf Tjalsma
Operations
Why insurance workflow automation breaks on exceptions
Insurance workflow automation handles the clean cases and drops the rest in an inbox. Here is where exceptions come from and how to design for them.
Rolf Tjalsma
Operations
Insurance document automation for brokers: where the paper actually piles up
Insurance document automation for brokers, flow by flow: client documents, insurer mail, document requests and signatures, and where to start.
Rolf Tjalsma
FNOL
FNOL process for insurance brokers: the work before the insurer sees the claim
The FNOL process for insurance brokers starts before the insurer hears anything. Where the time goes between the client's email and a complete declaration.
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