Work Access – automated task routing streamlines your workflow.
Work Access includes a set of advanced, easy to use, browser-based tools that administrative users can use to configure workflow rules. Work Access configuration allows an administrator to configure workflow routes such as round robin, percentage based, or conditional. The system contains integrated routes such asReview Before Renewalthat can be customized. New routes can be configured based on your business requirements and a quote or policy can be sent on a route based on your defined business logic. Once a quote, policy, or change is sent on a route, a task is created for one or more users. Users maintain their task list within the User Access application.
Common routes includeRefer To Underwriter, a process based on your business logic. For example, a policy whose premium exceeds an agent’s binding authority will automatically be routed to an underwriter for review and adjudication of risk. Upon underwriting approval, the policy c an bereturned to the originating user for completion of the transaction or any other activity that suites your business.
Work Access allows:
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Creation of routes which may be round robin, percentage based, or conditional.
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Creation of conditions based on your business needs such as routing to an underwriter based on lines of business or jurisdiction or other variables.
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Listing, adding or removing named users that participate in a particular workflow route.
Work Access drives your business by:
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Streamlining your workflow for both internal and external users
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Improving customer satisfaction by accelerating processing
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Increasing profitability by automating processes that are traditionally done manually
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