Cloudcase
    WORKFLOW

    Manual processes causingdelays, errors and issues?

    When speed matters, manual processes can increase the risk of human error, delaying assessment, documentation and settlement.

    Triggered journeys

    Customers, brokers and staff

    Assign the right team

    Based on your policies

    Real-time SLA monitoring

    Right action, right time

    The solution

    Workflow for faster decisions and outcomes

    The Cloudcase Workflow Engine lets you create highly configurable, automated, trigger-based journeys for customers, brokers and staff, based on your processes and policies regardless of complexity.

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    How it works

    Automate every step, track every change

    Create workflows that assign applications to the right team, update fields based on defined events, generate and issue personalised documents, and send real-time updates to brokers and staff.

    The Cloudcase Workflow Engine also supports real-time SLA monitoring, enabling the right action to be taken at the right time.

    Workflows can be easily edited, with every change logged to provide a complete audit trail.

    Benefits

    Why Workflow matters

    • Better, faster experiences
    • Improve staff productivity
    • Reduce human error
    • Ensure SLAs are met

    Got questions about Workflow?

    Start a chat with our Cloudcase team to learn more about Workflow.