Collaborate on cases and communicate with others in real time
Team Collaboration Tools
i-Sight case management software makes it easy for investigators to request information from others using the “To-Do Assignment” feature. Once the to-do is saved, i-Sight notifies the “Task Owner” via email. Investigation collaboration is that easy.
From within a case file an investigator can:
- assign a to-do owner
- describe the request
- select a due date
No More Missing Emails
By managing to-do tasks and emailing to-do task notifications from within a case file, investigators can view outstanding requests. Instead of searching through endless email strings to keep track of who said what, all the tasks related to a case file are centralized for easy access.
Monitor & Advise Your Team
Investigative managers can also access any case file to monitor its progress. They can also enter notes or assign new tasks to provide investigators with guidance and recommended next steps.
Set to-do’s to remind investigative team members of tasks and deadlines and keep cases on track.
Case Status Alerts
Understand the status of any case, any time. Use alerts to notify you of changes in the status of a case to ensure cases are progressing as planned.
Set workflow alerts to keep cases on track and keep managers on top of deadlines and aging cases.
Use alerts to enforce a final review of every investigation and the recommended outcome before the case is closed.
Assign cases automatically, based on user-defined rules, or on a case-by-case basis. Investigators are alerted when a new case is assigned to ensure timely follow-up.
“Some cases involve three or four investigators. With i-Sight, they can each enter their own information separately and it will all be logged in chronological order.”
West Virginia Insurance Commission
Create new cases quickly and easily, collecting all complaints and case-related information from any intake stream into one central file.
Manage investigations with workflow rules that create a logical, structured process and all case information stored in one place.
Analyze investigation data using i-Sight’s powerful summary reports that provide in-depth information on trends and areas of risk.