High-Precision Case Orchestration
A robust lifecycle management engine engineered to handle complex broker-client relationships with sub-second responsiveness. Deploy a system built for technical pressure. Our CRM manages multi-broker accounts by linking cases directly to specific policies, ensuring data integrity across diverse product lines.
Get in touch ➝System Capabilities Case Management
Multi-Broker Entity Linking
The system maps cases to specific policies, allowing multiple brokers to operate on a single account without data collisions.
Dynamic SLA Timer Engine
Priority-based logic triggers automated resolution timers; for example, high-priority flags initiate a strict 24-hour countdown.
Automated Rating Roll-ups
Individual case ratings are indexed and calculated at the account level to maintain a real-time average sentiment score.
Granular Origin Tracking
The system logs both the specific contact person and the source of origin for every case raised.
Binary Case Categorization
Designed to process and track feedback specifically as a "Compliment" or "Complaint" throughout its lifecycle.
High-Volume Performance
Engineered to maintain speed and reliability while processing complex escalations under peak operational pressure.
Core Features of Case Management
Policy-Level Case Association
The system architecture enables granular data mapping where cases are linked directly to specific policies rather than just high-level accounts. This allows the platform to maintain data integrity and distinct audit trails when multiple brokers are managing different products under a single client entity.
See all features ➝Policy-Level Case Association
Logic-Driven Resolution Timers
Recursive Rating Aggregation
Multi-Entity Relationship Mapping
FAQ
How does the system handle accounts with multiple active brokers?
The platform is engineered with a multi-tenant data structure that supports the concurrent logging of multiple cases against a single account. By utilizing Policy-Level Association, the system allows for granular linking of cases to specific products, ensuring that separate brokers can manage their respective cases within the same account environment without data overlap.
Can SLA timers be customized beyond the standard 24-hour window?
Yes. The system's Logic-Driven Timer Engine is fully configurable. While the 24-hour window is a standard benchmark, the platform allows for the assignment of custom temporal parameters to each priority level. Once these global priority-to-time parameters are defined, the system automatically deploys the corresponding countdown for every case raised under that classification.
How often is the account average rating recalculated?
The system executes a Recursive Rating Roll-up in real-time. Each time a new case is initialized and a rating is assigned, the platform automatically triggers a server-side recalculation of the account's aggregate score. This ensures that the global account rating remains a live, accurate reflection of client sentiment based on the latest data inputs.
Can cases be re-linked to different policies post-creation?
Yes, the system supports post-creation record modification to ensure data accuracy. However, to maintain strict audit integrity, this capability is restricted via Role-Based Access Control (RBAC). Only authorized individuals with specific administrative permissions can amend policy-linking information once a case has entered its lifecycle.