Routing and Task Management

STEP utilizes Business Process Modeling and Notation (BPMN 3.0) as part of the technology stack. This allows the workflow routing and task management to be configured as an integral part of the product configuration. The routing and task queues for a specific organizational unit are defined first and then workflow rules based on certain attribute/conditions are designed to route the tasks to specific roles during the workflow. Workflow and Task management rules configured as part of the insurance product configuration enable the product to be managed efficiently and with great automation during the entire life cycle of the insurance product.

Each individual’s roles and the associated tasks can be managed using the same set of product rules. These rules can be configured to automatically manage task loads and also for monitoring and measuring productivity metrics during the processing of insurance policies.