Core Platform Capabilities
Claims Processing Workflows
FNOL intake → Investigation assignment → Documentation review → Settlement approval
Complex claims → Multiple adjuster review → Specialist consultation → Management approval
Subrogation cases → Legal review → Recovery tracking → Settlement processing
Underwriting Workflows
Application review → Risk assessment → Pricing approval → Policy issuance
Renewal processing → Claims review → Rate adjustment → Bind or non-renew decision
Large account underwriting → Multiple specialist review → Committee approval
Broker Collaboration
Client document collection → Underwriting submission → Status updates → Policy delivery
Claims reporting → Documentation gathering → Settlement communication
Real-Time Messaging
Secure team channels for claims, underwriting, and operations discussions
Direct messaging between adjusters, underwriters, and external brokers
Document sharing with conversation context—no more "which version?" confusion
Mobile access for field adjusters and remote team members
Video Collaboration
Secure video calls for complex claim discussions
Screen sharing for policy review and underwriting decisions
Recorded sessions for training and compliance documentation
Integration with document review for real-time collaboration
Why this matters: Every conversation becomes part of the permanent record, eliminating the compliance risk of scattered email chains and phone calls.