Approval Connector
by InsureMO
It seamlessly integrates insurer systems with MS Teams, enabling collaborative approval workflows
1. Description of the Offer
Approval Connector for Microsoft Teams integrates insurer operation systems with Teams to streamline insurance operation approval workflows, such as underwriting (UW) approval and claims management (CLM) approval. It supports configurable approval types, including single or multiple approvals, with sequential or parallel workflows. Approval tasks are notified to approvers via Outlook and Teams, where they can review, approve/reject, or reassign tasks. Submitters can track, follow up, or cancel requests, and decisions seamlessly sync back to the insurer operation systems to continue the process.
2. Type of User That Benefits from the Offer
For Approvers:
Manage tasks conveniently within Teams or Outlook.
Reduce bottlenecks and make informed decisions quickly.
For Submitters:
Gain visibility into request status in real-time.
Follow up directly within Teams or cancel requests as needed.
For IT Teams:
Simplify workflow customization with a no-code/low-code interface.
Ensure scalability and adaptability to diverse business needs.
For Organizations:
Improve operational efficiency and accelerate decision cycles.
Foster collaboration across departments with unified tools.
3. Customer Needs or Pains the Offer Addresses
- Rigid Workflow Approvals: Offers customizable approval setups (single, multiple, sequential, or parallel) to suit diverse business needs.
- Delayed Notifications: Automatically notifies approvers in Teams and Outlook, reducing delays in task awareness and decision-making.
- Limited Task Visibility: Enhances transparency by allowing both submitters and approvers to track and manage tasks in real-time.
- Disconnected Systems: Ensures decisions sync directly to the ERP system, removing manual updates and maintaining process continuity.