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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

Practical Operations Guides

Step-by-step guides for firms whose work has to stand up afterwards: accident management, fire safety, property, healthcare and legal operations, complaints handling, data protection, and the claims and compliance work that sits around them.

Accident Management

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

8 guides

Fire Safety

Guides for fire risk assessors and fire safety consultancies: the assessment workflow, review cycles, action tracking, fire door programmes, assessor competence and handover when the Responsible Person changes.

6 guides

Automotive Assessment

Guides for automotive engineers, vehicle assessors and expert witnesses: expert reports to CPR Part 35, damage assessment, total loss and valuation, engineer allocation, diagnostic reports and photographic evidence.

6 guides

Property Management

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

3 guides

Healthcare Operations

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

3 guides

Legal Operations

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

3 guides

Claims Management

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

9 guides

FCA Compliance

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

8 guides

Complaints Handling

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

8 guides

Policy Administration

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

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