By edition

Service provider

You deliver services to carriers and brokers — assessments, adjusting, surveys, medical. This edition runs inbound assignments against SLAs, with an activity timeline and a submitted report.

Best use case

TPAs, loss adjusters, surveyors and medical providers who receive assignments from insurers/brokers and need to track each case against its service-level agreement through to a report.

Receive assignmentWork against SLALog activitySubmit reportBill

Cases & assignments

Receive the assignment
A service case is an inbound assignment from a client (carrier/broker) — captured with the subject, the client and the service required.
Work it against the SLA
The case runs through its lifecycle with an SLA clock and an activity timeline, so turnaround is visible and breaches are caught.
Submit the report
Deliver the finding/report back to the client, closing the case.

Best practice

Log activity as you go — the timeline is your evidence of SLA compliance and the basis for billing the client.

Documentation overview