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SwiftCase

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

A Livepoint Solution

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  1. Home
  2. Guides

Insurance Operations Guides

Practical, step-by-step guides for insurance professionals. From claims workflows and FCA compliance to automation and data protection.

Claims Management

Practical guides for streamlining insurance claims workflows, from FNOL through to settlement and recovery.

8 guides

FCA Compliance

Step-by-step frameworks for meeting FCA regulatory requirements including Consumer Duty, DISP, SM&CR, and record keeping.

8 guides

Policy Administration

Guides for improving policy lifecycle operations from new business onboarding through renewals, MTAs, and cancellations.

8 guides

Complaints Handling

Guides for building compliant, efficient complaints processes that meet FCA deadlines and improve customer outcomes.

8 guides

Insurance Automation

Guides for automating repetitive insurance operations including email triage, document generation, SLA tracking, and reporting.

8 guides

Data Protection

Guides for meeting UK GDPR, Cyber Essentials, and data protection requirements specific to insurance operations.

8 guides

Accident Management

Guides for accident management companies covering FNOL intake, credit hire, third-party recovery, repair networks, and FCA CMC compliance.

8 guides

Legal Operations

Guides for automating legal workflows, matter management, document assembly, and court deadline tracking.

3 guides

Healthcare Operations

Guides for healthcare case management, patient pathway tracking, referral coordination, and CQC compliance.

3 guides

Property Management

Guides for property survey management, compliance tracking, and inspection workflow automation.

3 guides