Set to-do’s to keep your investigations organized and on-track
Save Time with To-Do’s
Sort your to-do lists by the task due date to see what needs to be completed and when. i-Sight’s to-do lists save you the hours of time ordinarily spent populating your calendar with tasks and managing their execution.
Each To-Do can be entered from within the case record by:
- describing the task
- assigning a task owner
- selecting a due date
A Personalized Dashboard
i-Sight displays your open to-do’s across all your investigations on your personalized dashboard so that you can see your upcoming tasks and outstanding activities at a glance.
During the investigation process, i-Sight records who added the task and when the task was added. Each new task is added to the case in chronological order.
Reminder Email Notification
To-do’s can also be set up with reminders. i-Sight emails the “task owner” on or before the due date. As with any i-Sight email notice, the email contains a hyperlink that takes the investigator to the appropriate case file.
Overdue Email Notification
If a task is not completed by the due date, i-Sight’s task management software can trigger email alerts to the “task owner” or managers. Task tracking has never been easier.
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.
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.
“Rather than just keeping a record of what’s going on, the software assists you in managing every case until closure.”
General Insurance Ombudservice
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.