Project Info

  • Type : Web Application Development
  • Client : Texas Insurance Company
  • Location : Texas, USA
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Audits Processing Automation

01.–°hallenge

The client requested to develop an automated tool to streamline and automate flow of audits processing, and track their staff performance.

02.Solution

We developed a web-based application to store all the info related to audits processing in one place, allowing company management to get a complete picture on policy audits being processed, and to browse audits history per policy and each employee being involved.

03.Main Features

  • Automated flow of audits processing
  • Dashboard with filters by staff member, audit status, and type
  • Input and update info on audits per each policy
  • Automatic email reminders on each step
  • Flxible settings for the processing flow
  • Summary on all audits by type, status, and responsible staff