Insurance

Streamlining Disparate Insurance Operations into a Single Source of Truth.

Cflow is a robust workflow automation solution that enables Insurance companies to streamline claim processing to deliver secure and reliable services to their customers. This no code workflow automation solution takes care of multiple insurance services like health insurance, life insurance, disability insurance, and more. Workflows for all these types of insurance can be set within minutes with the visual workflow builder in Cflow.

Employee benefits

Automate employee benefits management with workflow automation

Life and Annuity

Manage life and annuity policy processing with workflow automation

Retirement Services

Automated retirement services with workflow automation

Property and Casualty

Manage personal and commercial insurance with workflow automation

Life Insurance

Processing life insurance policies entails several complex calculations using a host of data. Cflow enables end-to-end automation of the entire life insurance cycle by eliminating redundant steps and automating repetitive steps.

Health Insurance

Cflow enables complete automation of health insurance processing with no code workflow automation. The data silos associated with processing of health insurance claims are eliminated to provide a single source of truth for the insurance company.

Auto Insurance

Damage to automobiles can be frustrating to the owner, and delays in processing the auto insurance claim only adds to the woes. What if you could process auto insurance claims within a few days as opposed to months? Cflow’s visual form builder helps build auto insurance workflows that can accelerate claim processing.

Long-term Disability Insurance

Long-term disability insurance supports those who become unable to work, so prompt processing of such claims is important. Cflow accelerates the disability insurance process by automating repetitive tasks and eliminating redundant steps. With Cflow, the wait time for processing disability insurance comes down to days from months.

Policy Management

Insurance policy management entails several complex tasks like product policy approval and launch, policy issuance and dispatch, and payment reminders and tracking. Each of these tasks are tedious and time consuming when done manually. Insurance agents spend too much time verifying the claim data, categorizing them, and processing claims as per policy guidelines. Workflow automation brings down the processing time from months to days by automating repetitive, mundane steps, and eliminating redundant steps. You can automate all policy management tasks with Cflow.

Underwriting and Product Management

Underwriting is among the most time consuming processes in insurance claims processing. From new product launch to reinsurance to product feedback and ticketing – each of these processes are cumbersome. Workflow automation can automatically route the product documentation to appropriate stakeholders for review and approval. Cflow provides visibility into the approval status, facilitates collaboration, and reduces approval cycle times. Unstructured underwriting processes like risk assessment and risk mitigation can be effectively done through effective case management in Cflow.

Claims Management

Managing insurance claims is highly demanding in terms of time and effort for the insurance team. While registering a claim, the team needs to capture all the necessary details and initiate the necessary steps to assess and process it. Checking claims and approvals requires detailed review, validation, and approval for payment. Payment and reconciliation are also labor-intensive processes that need high levels of accuracy. Automating claims management helps streamline the claims management process so that repetitive tasks are automated and redundancies are eliminated. Cflow simplifies claims management so the insurance team can deliver exceptional customer service.

Customer Onboarding

A smooth customer onboarding experience is essential for insurance companies. When applying for any policy customers expect a smooth sign up process that happens with just a few clicks. The verification process is quite stringent in the onboarding process, and can be accelerated with the right automation technologies. Workflow automation helps create a smooth onboarding experience that is seamless across various channels. Cflow connects disparate systems, data, and people, so that insurance companies get more customer insights.

Peer Review

The peer review process, although important in the underwriting process, has been awarded a casual approach with insurance agents discussing policies across the table. Conventional approach to peer review makes it hard to create an audit trail, and therefore, hard to track compliance. Mapping the peer review process and automating the repetitive steps within the process, you can ensure that all decisions are data-based and accurately documented. Cflow can automate the peer review process, so that the team no longer has to cross-check documents spread across separate databases and systems.

Procurement

IT Operations

HR & Admin

Finance

Sales & Marketing

Templates

Blog

Ebooks & Guides

Success Stories

ROI Calculator

Help & Support

“I'm really impressed with the support provided by Cflow. A product that is simple to use and a team that is smart.”

Ronald Tibay, Senior IT Manager