The Customer Complaint workflow logs and tracks any customer complaints that are submitted. Using the Customer Complaint Workflow Note: The first three steps need to be carried out by the Customer submitting the complaint. Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, and click Create Task. Choose the Customer Complaint Workflow and click Add Task. Fill out…
As 2025 draws to a close, one pattern is impossible to ignore: most insurers and claims businesses are still using technology as an efficiency tool, not an innovation driver. Projects labelled as “AI” or “digital transformation” often turn out to be workflow automations, vendor platform migrations, or API integrations between existing systems. While there’s nothing…
Every week, we see new headlines about AI and AI agents systems promising to transform how businesses work overnight. The hype is relentless but the reality? Often disappointing, although it’s not AI’s fault… The uncomfortable truth is that most organisations rushing toward AI haven’t yet automated the basics. It’s a bit like wanting a turbocharger…
What if your fear of AI is the reason your business falls behind? For many small and medium-sized businesses, AI still feels out of reach; perceived expense, complicated, and built for the giants. However, here’s the truth: it’s never been cheaper or easier to use, and the companies that move now will define the future….
SwiftCase’s AI Upgrade for Incoming Communications We’re constantly exploring how automation and AI can transform the way businesses operate. One of the most common pain points in any organisation is the daily flood of incoming emails. Traditionally, these are opened, read, and triaged by teams of receptionists or admin staff, who then forward them to…
“Your Best Employee on their Best Day” Over the past few months, we’ve been building a cutting-edge FNOL system showcasing a fully customisable voicebot trained specifically for claims and insurance First Notification of Loss departments. ClaimBotics uses empathy & emotion to manage calls, texts and emails intelligently, capturing key information and feeding it straight into…
SMS not sending Check your SMS credit balance. Make sure the phone number is correct. Check if the task meets all conditions for sending SMS. SMS sent but not received Verify the phone number is active. Check if the message was blocked as spam. Ensure the recipient hasn’t opted out of messages. Automated SMS not…
The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…
The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…
The Customer Enquiry workflow logs and tracks any customer questions to ensure prompt responses from you and your Team Members. Using the Customer Enquiry Workflow Note: The first three steps need to be carried out by the Customer submitting the enquiry. Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, and click Create Task. Choose…
The Expense Claim Workflow allows your Clients and you and your Team Members to quickly and easily claim back any company expenses. Using the Expense Claim Workflow Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, who need to claim expenses back, and click Create Task. Choose the Expense Claim Workflow and click Add Task. Fill out the…
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