Set to-do’s to keep your investigations organized and on-track

Set To-Dos

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

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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.

i-Sight Fact

i-Sight users save a combined total of 2.4 million hours per year

Set To-Dos

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.

Related Features

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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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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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Allow real-time collaboration by providing your investigation team with access to see, add to and edit case files.

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“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 →

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.