Primary processes including underwriting, content capture and verification, billing and exception handling
Business rules including STPs, validations, limits, and verification, providing all that you need
Comprehensive data, requirements and correspondence in a single module to help underwriters make better decisions faster
Prebuilt and detailed workflows designed to improve effeciencies with automated processes and case management
Comprehensive list of rules and data model built on rich industry best practices with flexible and rapid configuration
The single worksheet that provides you with consolidated customer related information from multiple sources
The underwriter’s worksheet has all the necessary information including claims, total sum at risk, and case information for faster decision making
Drilled down risk level details, built-in authority limit checks, automated escalation, and prior decisions provide context at the case level
Initiate, manage and track requirements with custom content and notes, while allowing external parties to upload necessary documents
Ready-to-go assisted assessment rules
Ready-to-go, Quick configurable API frameworks
Ready-to-go channels of communication
Ready-to-go, configurable correspondence templates
Multichannel communication with internal and external stakeholders including email, SMS and instant messaging with integration to the core
The 'Composer' allows you to send predefined or custom messages with case contexts on a powerful on-browser editor
Inbuilt email sniffer that intelligently goes through documents and auto-attaches relevant documents to the case
Provides distinct communication by cases and with ready access to the historical correspondence
Distribute the way you want to, with zero coding that lets you change case distribution rules. No coding required.
Automatically manage workload for maximum efficiency by allocating cases based on SLAs for team members, multiple teams or even branch offices
Set distribution rules based on skills, availability, prior knowledge, seniority and authority or even on agent and customer relationships
Ready-to-go distribution rules
Ready-to-go configuration options
Comes with components configuration console for New Business components subset, with a “Wizard“ driven configuration for easy setup
Comes with a forms builder for new forms and a layout builder for rearranging components and creating new layouts
Comes with a data and services catalog for each component that includes a Mapper UI, APIs, data source prerequisites and prebuilt connectors
Configurable dashboard module that gives you an interactive view of staff productivity, task distribution, individual and KPIs along with notification triggers based on SLAs
See the data the way you want to as Cloudflow Analytics supports multiple types of data displays, including bar chart, pie chart, histograms, scatter plots and many more
Ready-to-go channels of case initiation
Intelligent data capture uses OCR to auto-index the fields, pre-populate the data and intelligently queues the case using STP rules
Automatically checks for missing documents, basic policy details and notifies the customer
Comes with an in-built content management system that manages proposal, supporting documents, outbound and inbound correspondence, and inbound documents
Cloudflow API and Connectors comes with a touchpoint catalogue that identifies relevant connections needed to fulfill each journey.
Lets you connect easily and quickly with necessary systems required for Cloudflow journeys.
Lets you form key connection that need to be fulfilled.
Ready-to-go with configurability
Includes necessary connectors to both core and non-core systems for end-to-end automation.
Cloudflow is part of an ecosystem that enables partner capabilities or third-party components that can be embedded into the solution.
Additional Connectors that enrich the workflows or extend to the front-end engagement layer.