Ensure the right people are kept in the loop – and nothing falls through the cracks

Workflow Alerts

Automatic Notifications

Create automatic alert notifications for case assignment or task assignment, reminders, follow-up tasks, approval requests, case inactivity and escalation of overdue cases and tasks to ensure proper management of investigations.

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Workflow Rules to Optimize Case Management

Notifications/Case Assignment: Notify and assign new cases automatically to the appropriate investigator or group. Reminders: Create due dates for tasks with built-in email reminders. Inactivity Alerts: Notify managers automatically if there is no activity on a case for a specified number of days. Escalations: Set automatic escalation email notices to managers for overdue cases and actions. Approval Requests: Set notices for requesting or giving approvals. Fully customizable: Create any other business rule to help optimize your case management process.

i-Sight Fact

i-Sight users are able to stay on top of deadlines and close cases faster

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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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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“i-Sight offers critical automation and alerts that ensure every team member follows our desired process.”

BrickStreet Insurance

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.