What is Open Workflow Manager?

Open Workflow Manager is designed to automate the post-quote process in an e-commerce or call centre environment. The software converts quotes to 'Live' policies, including the production of policy documents and EDI messaging within the Core Back-Office with no broker intervention. This is until such time as the documentation needs to be collated and sent to the customer. Full automation reduces processing time and increases productivity.

Key Features

• Enables default answers to post-quote questions to be preset and defines workflow.
• Fully automated document production and EDI messaging within the Core Back-Office.
• Allocation of documents to a pre-determined printer or automated print queue.
• Configuration to collect risks from e-commerce sites that have been developed using eBroker.
• Seamless integration with the Open GI product suite - Core Back-Office, eBroker, Open Print Manager and Open Document Centre.
• Completely secure with any instances of conflict between the automated process and the post-quote questions being highlighted in the system audit report.
• Full audit trail functionality for all policies that have been converted, along with any policies that have failed the conversion process.