Finance & Insurance BPM

Financial Services Business Process Automation: 
New levels of performance

Better Business Results

Control & Insight

Banks, financial services firms, and insurance companies all face a strict regulatory environment - and customers, partners, and shareholders who require accurate, responsive, and reliable service - and better business results. Optimizing your insurance and finance workflow processes can drive greater productivity, simplify compliance and maximize profits.

Automating any of the 100's of paper-based processes found in K-12 Schools gives personnel greater control over their work and provides leadership with more insight and intelligence for decision-making. The JobRouter BPM Suite is a powerful all-in-one platform for automating school operations, registration, administration and performance management processes.

Greater Operational Efficiency

Control & Insight

The JobRouter BPM Suite is a cost-effective and powerful platform for creating streamlined automated processes that can lower transaction costs, enhance product capabilities, remove bottlenecks from your operations and raise customer service levels.

Automating any of the 100's of paper-based processes found in K-12 Schools gives personnel greater control over their work and provides leadership with more insight and intelligence for decision-making. The JobRouter BPM Suite is a powerful all-in-one platform for automating school operations, registration, administration and performance management processes.
workfow automation financial services industry

Finance Workflow Use Cases

Successful organizations are using business process automation to streamline business processes, provide strong controls and well-documented compliance proofs - and to improve business results. Use JobRouter to automate and streamline key finance workflow activities such as:

  • ​​Account openings and cancellations.
  • ​Back office servicing & administration.
  • ​Card Processing.
  • ​Credit Risk Management.
  • ​Loans and Financing processing.
  • ​Tracking customer service inquires.
  • ​Trade Finance automation and management.
finance workflow automation - insurance industry business processes

Insurance Workflow Use Cases

Use JobRouter to automate and streamline core insurance workflow business processes such as on-boarding new business, underwriting, claims and policy administration while eliminating inefficient manual processes and creating end-to-end business visibility. 

  • ​Onboarding new producers.
  • ​Improv​e​/personaliz​e customer service.
  • ​Automate Policy issuance and renewal.
  • ​Accounts Payable automation.
  • ​Underwriting process and administration.
  • ​Claims processing automation.
  • ​Enforcing standards and​ compliance.
Finance workflow automation |  Insurance and financial industry

​Why JobRouter

Businesses of all sizes use JobRouter to automate finance workflow processes with the goals of reducing cycle times and cost, improving worker productivity, and more easily adapting to the changing circumstances and regulations.

  • ​Standardize workflows to reduce processing times and simplify core processes.
  • ​Reduce risk and improve the acquisition and retention of high-value customers.
  • ​An all-in-one BPM Platform that is powerful, flexible, and quickly implemented.
  • ​Cost effective development of integrated, feature-rich process applications.
Registration & Parent Portal
workfow automation financial services industry

​Finance BPM Use Cases

Successful organizations are using business process automation to streamline business processes, provide strong controls and well-documented compliance proofs - and to improve business results.

  • ​​Account openings and cancellations.
  • ​Back office servicing & administration.
  • ​Card Processing.
  • ​Credit Risk Management.
  • ​Loans and Financing processing.
  • ​Tracking customer service inquires.
  • ​Trade Finance automation and management.
worklfow automation - insurance business processes

​Insurance BPM Use Cases

​Use JobRouter to automate and streamline core insurance business processes such as onboarding new business, underwriting, claims and policy administration while eliminating inefficient manual processes and creating end-to-end business visibility.

  • ​Onboarding new producers.
  • ​Improv​e​/personaliz​e customer service.
  • ​Automate Policy issuance and renewal.
  • ​Accounts Payable automation.
  • ​Underwriting process and administration.
  • ​Claims processing automation.
  • ​Enforcing standards and​ compliance.
business process transformation - insurance companies

Why JobRouter

Businesses of all sizes use JobRouter to automate workflows with the goals of reducing cycle times and cost, improving worker productivity, and more easily adapting to the changing circumstances and regulations.

  • ​Standardize workflows to reduce processing times and simplify core processes.
  • ​Reduce risk and improve the acquisition and retention of high-value customers.
  • ​An all-in-one BPM Platform that is powerful, flexible, and quickly implemented.
  • ​Cost effective development of integrated, feature-rich process applications.

Why chose JobRouter for Financ​ial Services and Insurance ​​Business Process ​Transformation?

  • ​​​Powerful Business Rules — JobRouter provides all the flexibility, power and control needed to add sophisticated, complex and nuanced business rules to your processes. 
  • ​​Integrate Applications and Data —​  Integrate workflows with your ERP and business applications and databases for improved productivity and fewer errors.
  • ​​Easy Customization — Automated processes are easily designed, built, and modified. JobRouter ​offers extensive functionality and flexibility to allow each organization, department, or division to tailor processes to meet their unique needs. There is no template lock-in or need to purchase single-purpose tools.
  • ​​​Easy to Use — JobRouter is very intuitive and user-friendly, requires little or no user training, ensuring user adoption, and enforcing standards and best practices for consistency and compliance.
  • ​​​A cost-effective model — In contrast to other products with high licensing and operating costs, JobRouter solutions can be deployed quickly and cost effectively.
  • Compliance — Automating workflows, strong controls, business rules and audit trails help enforce standards and best practices for consistency, security and compliance.