Dashboard

Action-first insurance management

V11 Intelligence & Resilience

Agent Quality • Customer Satisfaction • Regulatory Watch • Insurer Profitability • Corporate Risk Gaps • Incident Response • Restore Drills

Service Recovery
Feedback and complaint-aware quality scoring.
Regulatory Watch
Versioned circular/reference register mapped to affected workflows.
Resilience
Incident register, backup readiness drills and monitoring evidence.

V12 Production Workspace

Unified Search • Work Queue • Notifications • Regulatory Approvals • Service Recovery • Reports • Connector Hub • Health & Alerts

Global Search
Families, policies, leads, claims, service, grievances, businesses and partners.
My Work Queue
Renewals, SLA/service actions, grievances and approval items in one prioritized queue.
Regulatory Change Control
Review → maker proposal → approval → workflow activation with audit evidence.
Connector Hub
Insurer, bank, payment and messaging connectors configured separately from core ERP.
Service Recovery
Customer dissatisfaction can create priority recovery action before cross-sell.
Production Health
Audit integrity, security events, incidents, backups and operational backlog.