APPARATUS, METHOD AND ARTICLE TO PROVIDE AN INSURANCE WORKFLOW MANAGEMENT SYSTEM

摘要

Systems and methods automate and manage the workflow within the insurance industry, including the development of line of business task lists and task scheduling for insurance agents, insurance brokers, insurance underwriters, and insurance carriers. Tasks are selected based on a selected line of business and due dates for each task are determined based times allocated precedent to an engagement due date or subsequent to a task list creation date.