Operational modules

Claims Workbench

Built for the operational reality of life insurance claims

Manage every stage of the claims lifecycle in one connected workspace. From notification through to assessment, review, payment and closure, Simfuni brings together the information, workflow and operational controls claims teams need to deliver better outcomes for customers.

Benefits

Bring every part of the claim together

Claims is one of the most operationally demanding parts of an insurance business. Simfuni replaces fragmented systems and manual coordination with a connected workbench that gives assessors everything they need to progress a claim confidently and consistently.

A complete view of every claim

See assessments, requirements, documents, tasks, notes, financials and payments together around a single connected case.

Better operational control

Track claim progress, workloads and outstanding actions while maintaining clear governance and audit history.

Faster claim outcomes

Reduce delays by keeping information, workflow and approvals connected from notification through to settlement.

A better experience for customers

Help claims teams respond with greater speed, consistency and confidence during the moments that matter most.

Key capabilities

Everything claims teams need in one place

The Claims Workbench is designed around the way assessors actually work, combining operational workflows, financial controls and customer information into a single connected environment.

End-to-end claims lifecycle

Manage claims from notification through assessment, review, payment and closure.

Integrated assessments

Capture benefit assessments, supporting evidence, requirements and assessor reasoning within the same workspace.

Tasks and operational workflow

Automatically assign work, manage reviews and keep claims progressing through configurable workflows.

Claims financials and payments

Manage provisions, approvals and claims payments directly within the Workbench, reducing manual hand-offs between systems.

Reinsurance management

Track recoveries alongside claims financials, ensuring reinsurance forms part of the operational workflow rather than a separate process.

Complete operational visibility

Give assessors, managers and finance teams a shared view of every claim, with status, ownership and operational activity visible throughout the lifecycle.

How it works

One connected workspace from notification to payment

The Claims Workbench is organised around the day-to-day work of a claims assessor. Rather than switching between multiple systems, teams manage the entire claim from a single connected workspace, with operational context always available.

Designed around the assessor's workflow

Every claim brings together assessments, tasks, documents, notes and financials within one connected case. A persistent case summary provides immediate visibility of the life insured, claim contacts, payees, claim status and key policy information, helping assessors understand the full picture before taking action.

Workflow that keeps claims moving

Configurable workflows automatically create tasks, route assessments for review, manage approvals and progress claims through each stage of the lifecycle. Recurring claims, rejected assessments and re-opened cases are all supported within the same operational process.

Connected financial controls

Claims financials, provisions, reinsurance recoveries and payments are managed within the same platform, giving finance and claims teams shared visibility while maintaining appropriate governance and approval controls.

Features at a glance

  • End-to-end claims lifecycle management
  • Integrated assessments and requirements
  • Configurable operational workflows
  • Claims financials and payment approvals
  • Reinsurance recovery management
  • Complete audit history and operational visibility

Talk to our team and explore what’s possible.