Insurance

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Priorities to put in your brief

• Separate sales, policy service and claims workflows.
• Name the agency or claims platform and exact integration.
• Plan surge demand and access to sensitive customer records.

Separate policy service from claims

Identify agency sales, policyholder service and claims intake as distinct journeys. They may use different systems and require different routing. Document the information an agent needs before a conversation and where the outcome must be recorded.

Resolve integration names precisely

Name the agency-management or claims system and its version. Applied Epic, used in insurance, is not Epic healthcare EHR. A vendor’s healthcare Epic connector should never be treated as evidence of an Applied Epic integration. Require a demonstration of the exact insurance workflow.

Plan for surges and controlled access

Model higher inquiry volume and the process for adding trained staff. Review access, recording and retention requirements with the responsible teams. Include connector availability and support escalation in the proposal so an application issue has a clear owner.

Turn your requirements into a practical plan.

Tell us your industry, users and locations, current technology, target date and the workflow you need. We will help qualify product fit and implementation responsibilities.