Insurance Workflow Software

The Novidea platform utilises Salesforce’s zero-code workflow tools to automate time-consuming tasks, benchmark progress, and move business more efficiently across the insurance lifecycle.

Automation can bring enhanced value to every phase of your funnel and policy journey, not only by allowing you to analyse every step of the insurance lifecycle, but also by eliminating manual data entry to provide the faster, error-free experience your customers have come to expect.

FASTER, MORE THOROUGH APPROVALS

Our comprehensive approval process workflow can be used for referrals, peer reviews, approval of authority limits, and more.

Users can be notified of open activities to be approved, which can then be resolved on mobile devices to minimise delay.

You can also implement a formal approval process, so that documents cannot go beyond a certain point until they pass a defined step.

TASK MANAGEMENT MADE SIMPLE

Novidea's insurance workflow software lets you assign tasks in different ways, depending on specific project requirements or to match your current business processes.

These can be automatically generated by the system, using events, diary tasks, or other configurable rules, and can be easily viewed and managed by users via the platform homepage.

MANAGE TIME MORE PROFITABLY

Our time management tools automatically capture hours spent on each customer by integrating with Outlook to record meetings, even allowing for travel.

The platform also analyses relevant salary costs and commissions to provide a profitability report for each customer, so you can focus your resources according to the most viable and valuable business opportunities.

TRIAGING FOR SMARTER BUSINESS DEVELOPMENT

Novidea provides the only broker platform that allows you to triage business, so that your teams stay focused on the customers and markets that deliver the most value.

Rather than spending time on every enquiry that comes through the door, our insurance workflow software can assess which represent the most profitable opportunity, and allocate resources accordingly.

OPERATIONAL EXCELLENCE - AUTOMATED

FASTER, MORE THOROUGH APPROVALS

TASK MANAGEMENT MADE SIMPLE

MANAGE TIME MORE PROFITABLY

TRIAGING FOR SMARTER BUSINESS DEVELOPMENT

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