Intelligent Insurance Automation Made Easy
Journeys and Rules
10
Primary processes including underwriting, content capture and verification, billing and exception handling
40+
Business rules including STPs, validations, limits, and verification, providing all that you need
End-to-end Underwriting
Comprehensive data, requirements and correspondence in a single module to help underwriters make better decisions faster
Workflow Management
Prebuilt and detailed workflows designed to improve effeciencies with automated processes and case management
Insurance workflow data model
Comprehensive list of rules and data model built on rich industry best practices with flexible and rapid configuration
Underwriting Workbench
Customer 360
The single worksheet that provides you with consolidated customer related information from multiple sources
The Worksheet
The underwriter’s worksheet has all the necessary information including claims, total sum at risk, and case information for faster decision making
Decision Management
Drilled down risk level details, built-in authority limit checks, automated escalation, and prior decisions provide context at the case level
Requirements Management
Initiate, manage and track requirements with custom content and notes, while allowing external parties to upload necessary documents
30
Ready-to-go assisted assessment rules
20
Ready-to-go, Quick configurable API frameworks
Unified Communication
3
Ready-to-go channels of communication
15+
Ready-to-go, configurable correspondence templates
Unified Communication
Multichannel communication with internal and external stakeholders including email, SMS and instant messaging with integration to the core
Compose Communication
The 'Composer' allows you to send predefined or custom messages with case contexts on a powerful on-browser editor
Manage Attachments
Inbuilt email sniffer that intelligently goes through documents and auto-attaches relevant documents to the case
Historic View
Provides distinct communication by cases and with ready access to the historical correspondence
Work Distribution
No-Code Configuration
Distribute the way you want to, with zero coding that lets you change case distribution rules. No coding required.
Share the load
Automatically manage workload for maximum efficiency by allocating cases based on SLAs for team members, multiple teams or even branch offices
Right-Fit Distribution
Set distribution rules based on skills, availability, prior knowledge, seniority and authority or even on agent and customer relationships
5+
Ready-to-go distribution rules
Self Config
3+
Ready-to-go configuration options
Components Configurator
Comes with components configuration console for New Business components subset, with a “Wizard“ driven configuration for easy setup
Layout and Forms Builder
Comes with a forms builder for new forms and a layout builder for rearranging components and creating new layouts
Data and Service Mapper
Comes with a data and services catalog for each component that includes a Mapper UI, APIs, data source prerequisites and prebuilt connectors
Analytics
SLAs and KPIs
Configurable dashboard module that gives you an interactive view of staff productivity, task distribution, individual and KPIs along with notification triggers based on SLAs
Customisable Charts
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
15
Ready-to-go dashboards
Content and Documents
5+
Ready-to-go channels of case initiation
Extraction and Queuing
Intelligent data capture uses OCR to auto-index the fields, pre-populate the data and intelligently queues the case using STP rules
Checks and Notifications
Automatically checks for missing documents, basic policy details and notifies the customer
Content Management
Comes with an in-built content management system that manages proposal, supporting documents, outbound and inbound correspondence, and inbound documents
API and Connectors
Touchpoint Catalogue
Cloudflow API and Connectors comes with a touchpoint catalogue that identifies relevant connections needed to fulfill each journey.
Interface and Interface Contracts
Lets you connect easily and quickly with necessary systems required for Cloudflow journeys.
Data Mappers
Lets you form key connection that need to be fulfilled.
20+
Ready-to-go integrations
Cloudflow Building Blocks
Ready-to-go with configurability
