Workflow Automation

PolicyFlow

Orchestrate insurance workflows. Route submissions, trigger actions, automate the mundane.

Insurance operations run on tribal knowledge. If Sarah is out sick, nobody knows her routing rules. Submissions sit. Renewals slip. Exceptions get handled differently every time.

PolicyFlow captures operational workflows in a configurable engine. Smart routing, automated triggers, SLA monitoring, and exception handling — operations run consistently regardless of who's at the desk.

Define workflow triggers and conditions

PolicyFlow routes work automatically

SLA timers track performance

Exceptions escalate through defined paths

Visual workflow builder

Smart routing

Action triggers

SLA monitoring

Workflow API with visual designer. Define triggers, conditions, and actions. Monitor SLAs and escalate exceptions programmatically.

Part of the PolicyEco ecosystem. Built on the Tawa platform by InsurEco Systems.

📊 PolicyInfo ⚡ PolicyFlow 🔔 PolicyNotify