FEEDBACK MECHANISMS FOR INSURANCE WORKFLOW OPTIMIZATION

摘要

Embodiments provide a method for giving feedback for insurance workflow optimization. The method may include an easy to understand indication, e.g., a visual such as a light bulb that changes hue, which is representative of a metric regarding how workflows are being managed. In an example embodiment, insurance agent data submissions may be processed to categorize each of the plurality of insurance agent data submissions, e.g., as preferred workflow type and non-preferred workflow type. On this basis, a metric may be determined to reflect a proportion of preferred workflow type and non-preferred workflow type in the insurance agent data submissions received. This metric may in turn be formed into an instruction that reflects the metric, with the instruction being communicated to a device at an insurance agency, e.g., a device including a light bulb of changing hue that provides an indication of the metric. Other aspects are described and claimed.

主权项

1. A system providing feedback for insurance workflow optimization, comprising:
a database; a network interface; a processor operatively connected to the database and the network interface; and a memory that stores instructions executable by the processor to: receive, over a network connection facilitated by the network interface, a plurality of insurance agent data submissions; process, using the processor, the plurality of insurance agent data submissions to categorize each of the plurality of insurance agent data submissions; the plurality of insurance agent data submissions being further processed to assign a type to each of the plurality of insurance agent data submissions, where the type is selected from the group of preferred agency management system type and non-preferred carrier proprietary portal type; determine, using the processor, a metric to reflect a proportion of workflow types of the plurality of insurance agent data submissions; form, using the processor, an instruction that reflects the metric; and communicate, using a network connection facilitated by the network interface, the instruction to a device at an insurance agency; wherein the instruction includes information to direct the device of an insurance agency to provide an indication of the metric.