Approval Connector

1. Description of the Offer

Approval Connector for Microsoft Teams integrates insurer operation systems with Teams to streamline underwriting (UW) and claims management (CLM) approval workflows. It supports configurable approval types, including single or multiple approvals, with sequential or parallel workflows. Approval tasks are notified to approvers via Outlook and Teams, where they can review, approve/reject, or reassign tasks. Submitters can track, follow up, or cancel requests, and decisions seamlessly sync back to the ERP system to continue the process.

2. Type of User That Benefits from the Offer

• Underwriting and Claims Teams: Simplify and automate their respective workflows with tailored approval configurations.
• Approvers and Managers (CEO, COO, Chief UW Officer, Chief CLM Officer): Gain flexibility to handle tasks efficiently, whether through Teams or Outlook.
• Submitters: Enjoy real-time visibility and control over their requests without needing to navigate complex systems.

3. Customer Needs or Pains the Offer Addresses

• Rigid Workflow Approvals: Offers customizable approval setups (single, multiple, sequential, or parallel) to suit diverse business needs.
• Delayed Notifications: Automatically notifies approvers in Teams and Outlook, reducing delays in task awareness and decision-making.
• Limited Task Visibility: Enhances transparency by allowing both submitters and approvers to track and manage tasks in real-time.
• Disconnected Systems: Ensures decisions sync directly to the ERP system, removing manual updates and maintaining process continuity.