One shared platform for workflow and document management

More than 450,000 Danes switched insurance providers in 2022, according to F&P. There are many reasons people switch – one of them being our growing expectation to get what we need with just a few clicks, whenever it suits us. If not, we simply choose something else. That applies to insurance too.

Martin Bonnesen, Sales Manager

19.10.2023

An insurance claim often involves multiple parties, and there’s a strong need to coordinate tasks and share information across the board. We all expect fast case handling and transparency.

What’s the challenge?

Every party involved in a claim typically uses their own system for process and document management – and the number of systems keeps growing. The issue is the lack of transparency between them. In a multi-party insurance case, everyone needs access to the same files and the ability to write directly in the same system. The right hand must know what the left hand is doing.

What’s the solution?

A transparent, shared platform. Everyone involved can upload and share files and documents related to the claim in one place. All parties can write directly on the case. When a file is attached, relevant claim and file information is sent to an AI-powered rules engine that determines whether a new task should be created, a confirmation email sent, etc. The business defines the rules, and the insurer can configure their own.

What’s the result?

  • Customers and members stay informed from start to finish. They are automatically notified when there’s an update, so there’s no need to contact the insurer for a status.

  • Much more efficient administration and increased satisfaction.

  • Everyone sees what they need and knows what’s expected. Documentation, correspondence, images of e.g. property damage – everything is in one place instead of scattered across emails and disconnected systems.

You can read how our solutions help you achieve these results here.