Case Management

Resonant’s case management capabilities ensure optimized case processing and provide users with the tools they need to work efficiently. Overall, they enforce guidelines when needed, guide and automate when possible, and provide the flexibility to adapt.

Personalized Alerts

The Inbox is the hub of Resonant activity. It tells people what cases they need to work on, what tasks they need to complete, and what issues they need to address with personalized alerts.

Each user’s inbox lists only those cases that need attention, along with indicators and tools needed to prioritize work. Notes, task assignments, messaging, email, and external forms-based correspondence are also included.

Requirements Management

Requirements are managed based on defined guidelines and user input, providing status, deadlines, and automated fulfillment through correspondence and vendor integration.

Not-In-Good-Order Conditions

Not-In-Good-Order (NIGO) conditions are tracked and enforced.

Related Cases

Related cases, such as from the same proposed insured, household, or business can be linked to coordinate assignment, evidence, and process timing.

Automatic Case Assignments

Cases can be automatically assigned to individuals or teams, based on certain criteria such as the product, face amount, state, channel, or even load balancing. For example, cases with a face amount over $10,000,000 can be directed to a more senior team.

Additionally, criteria can set so that a manager must approve or co-sign a case over a certain face amount.