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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

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Industry Comparison

SwiftCase vs Process Street for Insurance Teams

Process Street is a checklist and SOP management tool that helps teams standardise repeatable tasks. However, insurance operations demand structured claims workflows with FNOL intake, reserve tracking, bordereaux reporting, and FCA-compliant audit trails that go far beyond checklist completion. SwiftCase delivers a full claims operations platform purpose-built for insurers.

Full Claims Lifecycle
Not Just Checklists

Why Switch from Process Street?

Reasons teams in your industry are choosing SwiftCase over Process Street.

  • Process Street organises work as checklists and procedures, but claims handling requires structured case records with linked documents, financial reserves, third-party contacts, and multi-stage workflows that a checklist tool cannot model.
  • FNOL intake requires dynamic form logic, auto-triage based on claim type and value, and automated handler assignment. Process Street forms collect data but lack the case management engine to route and manage claims end-to-end.
  • Bordereaux reporting and capacity provider MI packs require structured data extraction across hundreds of claims. Process Street has no native reporting engine capable of generating the financial and operational reports MGAs and delegated authority holders need.
  • FCA Consumer Duty compliance demands immutable audit trails across every customer interaction, document, and workflow step. Process Street logs checklist completions but does not provide the depth of audit evidence regulators require.
  • SwiftCase has processed over 11.8 million insurance cases, with pre-built FNOL-to-settlement workflow templates that go live in 4-8 weeks. Process Street would require months of custom checklist design that still would not deliver true case management.

Where Process Street Falls Short for Insurance

Common challenges insurance teams face when using Process Street for operations.

Checklists Are Not Claims Management

Process Street treats every process as a series of checkboxes. Insurance claims require structured case records with financial data, linked documents, third-party involvement, and multi-stage progression logic. A checklist cannot model reserve setting, settlement negotiation, or recovery actions.

No Financial Tracking or Bordereaux

Insurance operations rely on reserve tracking, premium reconciliation, and bordereaux report generation for capacity providers. Process Street has no concept of financial fields, aggregated reporting, or the structured data extraction that insurance reporting demands.

Limited Audit Trail for FCA Compliance

FCA Consumer Duty inspections require comprehensive evidence of every customer touchpoint, decision, and outcome. Process Street tracks who completed a checklist step and when, but does not log document changes, communication records, or field-level modifications with the granularity regulators expect.

No Integrated Communications

Claims handlers need to contact policyholders, third parties, and loss adjusters across multiple channels. Process Street has no built-in communication capabilities, meaning teams must use separate email, phone, and messaging tools with no automatic logging against the relevant claim.

Why SwiftCase Works for Insurance

Purpose-built capabilities that insurance operations teams rely on.

End-to-End Claims Management

From first notification of loss through triage, investigation, reserve setting, and settlement, SwiftCase provides a structured claims workflow with automated task assignment, deadline tracking, and real-time status dashboards built specifically for insurance operations.

Automated Bordereaux and MI Reporting

Generate bordereaux reports, management information packs, and capacity provider submissions directly from your claims data. No manual spreadsheet compilation or third-party reporting tools required.

FCA and Consumer Duty Compliance

Every case action, communication, and document is automatically logged with timestamps and user attribution. Built-in workflow rules enforce Consumer Duty fair value assessments and vulnerability flagging at every stage of the claims journey.

Switchboard for Policyholder Communications

Handle claimant calls, emails, SMS, and WhatsApp messages through Switchboard, with AI-powered triage that routes enquiries to the right handler and logs every interaction against the relevant claim.

Feature Comparison for Insurance

How SwiftCase and Process Street compare on capabilities that matter most to insurance teams.

SwiftCase vs Process Street feature comparison for insurance teams
FeatureSwiftCaseProcess Street
Claims Management
FNOL intake workflowsYesChecklist only
Claims triage and auto-assignmentYesNot included
Reserve tracking and settlementYesNot included
Insurance Reporting
Bordereaux report generationYesNot included
Capacity provider MI packsYesNot included
Compliance
FCA Consumer Duty audit trailYesBasic completion logs
IDD compliant documentationYesNot included
Communications
AI-powered claimant communicationsYesNot included
Omnichannel policyholder contactYesNot included
Pricing
Unlimited claims handlersYesPer-user pricing
Data Security
UK data residencyYesUS-hosted only
Implementation
Implementation in 4-8 weeksYesSelf-service setup

Frequently Asked Questions

Related Comparisons

Key Pages

Full SwiftCase vs Process Street Comparison

See the complete feature-by-feature comparison

SwiftCase for Insurance

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Process Street Alternative for Legal

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Process Street Alternative for Professional Services

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Disclaimer: The information on this page is provided for general comparison purposes only. All references to Process Street features, capabilities, and pricing are based on publicly available information at the time of writing and may not reflect the most current offering. Pricing varies by region, edition, negotiated discounts, and configuration — we strongly recommend contacting Process Street directly for accurate, up-to-date pricing. Feature comparisons reflect native, out-of-the-box capabilities and do not account for third-party integrations, marketplace add-ons, or custom development that may extend functionality. Process Street is a trademark of Process Street, Inc.. SwiftCase is not affiliated with, endorsed by, or sponsored by Process Street. Last reviewed: March 2026.

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