Workflow Automation
Workflow automation for life insurers
Simfuni automates the tasks, triggers, approvals and follow-ups across operations, and routes the work that needs a person to the right queue.
Benefits
Spend less time on repetitive operational work
Reduce manual admin
Automate routine tasks, follow-ups and handoffs so teams spend less time managing repetitive operational work.
Keep work moving
Trigger the next step automatically when an event occurs, helping cases, payments and reviews progress without unnecessary delay.
Create workflow visibility
Give teams a clearer view of open tasks, assigned work, exceptions and the actions waiting in each queue.
Support consistent operations
Apply the same workflow rules across servicing, claims, underwriting and finance, so work follows a consistent process.
Key capabilities
Automate routine work, assign the rest
Simfuni automates the tasks, triggers and follow-ups that fill an operations day, then routes work that needs human judgement to the right queue. Teams can spend more time on decisions and less time on administration.
Task automation
Routine actions and follow-ups happen automatically, from rescheduling a missed payment to creating the next task in a claim.
Workflow triggers
Events in the platform trigger the next step, whether that is a communication, a status change or a new task.
Approvals and handoffs
Reviews and approvals are built in, with four-eyes checks on assessments and payments and clear handoffs between people.
Exception management
Surface work that needs attention in queues and worklists, so exceptions do not sit unseen in the background.
Automated follow-up actions
Create follow-up tasks automatically when due dates, review outcomes or missed actions require the next step.
Cross-functional workflows
Underwriting, claims, servicing and finance work from connected queues, so a case moves cleanly between teams.
How it works
Workflow automation that keeps work moving
Tasks are created when events happen
When an assessment is sent for review, Simfuni creates the review task. When work is sent back, it creates the follow-up. When a payment is missed, it can trigger rescheduling and notification. The platform keeps work moving and only asks for human input when judgement is needed.
- Triggers turn events into the next action
- Tasks with due dates, assignees and a central queue
- Four-eyes approvals on assessments and payments
- Follow-up tasks created automatically on review outcomes
