Every case tracked. Every deadline visible. Every handoff logged. Case management that works the way your operation actually runs, not the way software vendors think it should.
The Problem
You started with a spreadsheet. Then it became three spreadsheets. Now nobody knows which version is current, who's working on what, or whether that urgent case from last week ever got resolved.
Insurance Claim
Core Features
Built for teams who need visibility, accountability, and control. Not another task list with a fancy name.
Parent-child task relationships. Break complex cases into sub-tasks without losing the big picture. Full visibility at every level.
Red, Amber, Green at a glance. Know instantly what's on track, what needs attention, and what's overdue. No spreadsheet required.
Define response and resolution times. Factor in business hours and holidays. Get alerts before deadlines, not after.
Assign work based on skills, geography, availability, and workload. Round-robin, least-busy, or custom rules. Your choice.
Mark cases as urgent, VIP, or custom categories. Filter and sort by what matters. Surface the important stuff.
Track time spent on every case. Built-in timers or manual entry. Export for billing or just know where the hours go.
Cases that manage themselves - not more work for your team.
Park cases waiting on external input. Automatic resume when conditions are met. Nothing falls through the cracks.
Define escalation rules by time, status, or condition. Route to supervisors automatically when cases go off-track.
Internal notes, @mentions, activity timeline. Everyone sees the full history. No more 'I didn't know about that.'
Trigger automations on status change. Send emails, create tasks, call APIs. Cases that manage themselves.
Use Cases
FNOL intake, assessment, settlement. Track every claim from first contact to closure with full audit trail.
Case files with documents, deadlines, and billing. SLAs that account for court schedules and limitation periods.
Ticket management that actually works. Escalation paths, SLA tracking, and integration with your existing tools.
Manage surveyor assignments, site visits, and report generation. Geographic allocation and scheduling built in.
Part of the Platform
Case management isn't a standalone module. It's integrated with CRM, documents, workflows, and analytics. One system of record. Complete visibility.
Case management software helps organisations track, manage, and resolve cases from creation to completion. SwiftCase provides workflow automation, SLA tracking, document generation, and complete audit trails for operations teams handling high volumes of cases.
While CRMs focus on customer relationships and sales pipelines, SwiftCase is purpose-built for operational case management. It includes workflow automation, compliance tracking, document generation, and multi-party coordination that CRMs typically lack.
Yes. Our platform processes over 11.8 million cases for a single insurance broker. The architecture is designed for high-volume operations with intelligent routing, bulk operations, and real-time dashboards.
We'll walk through your current process, show you how it maps to SwiftCase, and be honest about whether it's a good fit. No pitch decks.
