Enterprise
Solutions
Project Overview
A powerful, end-to-end claims automation solution designed to optimize insurance processes with speed, accuracy, and efficiency. From policy and claims management to detailed reporting, user role controls, and real-time tracking, It streamlines every stage of the claims lifecycle. Its intuitive interface and automated workflows reduce manual effort, minimize errors, and enhance overall operational productivity, ensuring a seamless experience for insurers and policyholders alike.
Client Management
Claims Management
Policy Management
User Role Management
Workflow Management
Reporting
About System
Key Modules & Functionalities
Dashboard
Gain real-time insights into insurance operations, tracking claims, tasks, and performance for efficient processing and workflow management.
Bank Details Verification
Verify customer bank details, including account title, bank name, CNIC, and approval status. Filter, search, and export bank verification reports as required.
Policy Master
Access and manage all insurance policies in a single view. Easily add new policies or modify existing ones by providing policy details, selecting policy nature, and updating terms based on business needs.
Policy Holder
Maintain a structured database of policyholders, including individual profiles, family details, bank information, logs, and claim history. Filter, search, and export policyholder records as needed.
Client and Sub-Client List
Organize client data efficiently, including names, email IDs, and sub-clients. Easily create, edit, and filter clients to streamline customer relationship management.
Claim Report
Assign and track tasks within different departments with precision, ensuring seamless coordination, timely progress updates, and efficient workflow execution.
Tickets
Manage customer queries with a ticketing system, tracking status, client details, CNIC, & detailed ticket profiles for resolution.
Group Communications
Assign and track tasks within different departments, ensuring seamless coordination and efficient workflow execution.
Audit Logs
Ensure data security and operational efficiency with a role-based access system. Assign specific roles and permissions to users, safeguarding sensitive information and streamlining workflows.
Incoming/Outgoing Call Logs
Maintain a record of all communication logs, including call purpose, assigned employee, client details, query resolution, and call status. Filter logs based on date, client, and purpose for efficient tracking.
Claims Management
View and track all claims, complete with essential details and status updates. Each claim profile provides an in-depth overview, allowing for informed decision-making and faster resolutions.
- Claim/Case Upload - Submit and register a new claim.
- Pending for Checker - Initial review stage for validation.
- Pending for Verification -Detailed assessment of claim details.
- Pending for Approval - Final approval stage before payment.
- Pending for Payment - Payment processing and settlement.
- Paid/Rejected - Claim conclusion with final status update.
tools
Empowering creativity with cutting-edge tools
UI/UX
A creative design tool for experiences.
Backend
A robust server-side engine powering apps.
Database
A scalable data management system used.
Projects Review
Lets address your questions today!
OPTICLAIM automates the claims workflow, reducing manual tasks and errors. It provides real-time tracking of claims, ensuring faster resolutions and better accuracy throughout the claims lifecycle.
Yes, OPTICLAIM offers robust policy management features. You can organize, update, and track policies with ease, ensuring compliance and accurate information management.
Absolutely! OPTICLAIM allows you to manage all claims in one place, offering a step-by-step workflow that ensures thorough review, validation, approval, and payment of claims, all while keeping track of the status at each stage.
OPTICLAIM provides detailed financial and operational reports, helping insurers track key metrics, identify trends, and make data-driven decisions for improving the claims process and overall efficiency.
Yes, OPTICLAIM has a role-based user management system that allows you to assign different access levels to users, ensuring security and allowing for efficient operation by restricting access to sensitive information.
Yes, OPTICLAIM offers a client portal that enables policyholders to track claims, view their policy details, and submit documents online, reducing the overall processing time.
The ticketing system in OPTICLAIM allows you to manage customer queries and issues efficiently. It tracks ticket statuses, client details, and resolution progress, helping to ensure that no query goes unresolved.
OPTICLAIM ensures the security of data with features such as role-based access control, audit logs, and encrypted communication, ensuring sensitive client information remains safe and confidential.
