JobTraQ® Case Study: Insurance

The JobTraQ® Task Management Software for Insurance
JobTraQ® provides flexible task management for the insurance industry solving problems like compliance and reporting, renewals, contact management and association (CRM), segmentation, and general workflow. JobTraQ® has also been used by leading carriers in the insurance and reinsurance markets as a "system of assignment", complementing and tightly integrating with existing "systems of record", using our straightforward and easy to configure dynamic mashup capabilities and powerful workflow to afford end users a consistent experience of queing and dequeing taskers through "one system" while transparently keeping critical data updated in the appropriate systems of record.

Compliance
JobTraQ® offers a flexible recurring task scheduling engine, proactive checkpoints, and risk diminishing proactive alerts and email based reminders that can facilitate getting critical compliance and reporting tasks completed on time and done correctly the first time every time. By virtually assuring the accurate and timely flow of detailed requirements and by automating quality assurance steps and timely escalations, missed deadlines can become a thing of the past. Complex reporting requirements, numerous task types, multiple data points required for tracking and reporting and the need to allow managers to keep tabs on it all department by department? No problem with JobTraQ®!

Need to know
Task Assignees can only see what they need to see in JobTraQ®. The JobTraQ task management system allows technically comfortable line of business managers to configure the permissions and workflow they need to keep private information private, and to assure that workers can access the information they need to get their jobs done.

Renewals
Keep track of hundreds, thousands, or hundreds of thousands of policies with ease. JobTraQ® enables you to create custom fields, custom contact types, and to create custom assets (such as types of insurance policies) and then create instances of them, fill out their required fields (configurable by policy or asset type) and then assign them to the person or organization you have issued a policy or risk-sharing agreement to. You can then quickly search, sort, chart, and report on the customized information you use to segment and analyze your policies with. But better than that, you can setup recurring tasks to insure you get in front of your revenue generators with revised quotes before their policies expire. Intelligent workflow can route renewals, risk assessments and underwriting, and periodic evaluations through your organization according to preset rules that you can completely customize.

Scalability
Whether you are entering thousands of new tasks a day, or wanting to integrate JobTraQ® with other information systems, you can rest assured that the JobTraQ Task Management Software for Insurance will scale with you. Our Enterprise version supports clustering, and our XML API (SOAP/Web Services) enables you to integrate JobTraQ® into your enterprise SOA or other multi-system environments with ease.

Deployment
JobTraQ has been deployed by several of the world's largest reinsurance companies, and supports various stages of the insurance sectors with an agility that quickly adapts to a rapidly changing marketplace - helping our clients keep and even set the pace in the insurance sector. Our ability to integrate into the active directory and simultaneously allow external users to access the system without AD/LDAP integration stands as just on of the reasons why our web based task management system stands heads and shoulders above the competition. Consider our numerous examples of deployments that are completed within weeks of making a purchase decision! Ask our competitors how quickly you can be up and running and you will see why the JobTraQ® task management software system for insurance is gaining ground in the insurance sector so quickly.

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