Collaborate on cases and communicate with others in real time

Collaboration

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

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Questions
1-800-465-6089 | info@i-sight.com
i-Sight Fact

i-Sight has customers on every continent and in 37 states

Collaboration


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.

Related Features

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Set To-Do’s

Set to-do’s to remind investigative team members of tasks and deadlines and keep cases on track.

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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.

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Workflow Alerts

Set workflow alerts to keep cases on track and keep managers on top of deadlines and aging cases.

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Case Reviews

Use alerts to enforce a final review of every investigation and the recommended outcome before the case is closed.

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Case Assignment

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.

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“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 →

Create new cases quickly and easily, collecting all complaints and case-related information from any intake stream into one central file.

Manage →

Manage investigations with workflow rules that create a logical, structured process and all case information stored in one place.

Analyze →

Analyze investigation data using i-Sight’s powerful summary reports that provide in-depth information on trends and areas of risk.


Great Technology →

Discover our powerful software platform that is secure and scalable, yet web-accessible and flexible enough for easy integration with other systems.

Easy to Use →

Access i-Sight’s intuitive and friendly interface at any time on any computer or mobile device.