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Across underwriting, claims administration, policy servicing, and broker engagement, insurers are adopting new platforms and automation to modernise operations. However, technology alone does not guarantee operational improvement. "}],"markDefs":[],"style":"normal"},{"_key":"1cf38e4ed2ec","_type":"block","children":[{"_key":"e1e2fe3210ea","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"dbb0f93b6812","_type":"block","children":[{"_key":"60590d25dd38","_type":"span","marks":[],"text":"As transaction volumes increase and workflows extend across more teams, systems and channels, complexity can quickly outpace the technology designed to manage it.When digital initiatives are introduced into environments with inconsistent processes, unclear responsibilities, and limited governance, existing operational weaknesses become more visible rather than being resolved.Workflow clarity provides the structure needed to manage this complexity and gives Insurers a stronger foundation for digital growth and scalable automation."}],"markDefs":[],"style":"normal"},{"_key":"c390b26a7839","_type":"block","children":[{"_key":"67a9e24938770","_type":"span","marks":["strong"],"text":"What Does Workflow Clarity Mean in Insurance Operations?"}],"markDefs":[],"style":"h2"},{"_key":"c8685e7247fe","_type":"block","children":[{"_key":"d33dbf77a8760","_type":"span","marks":[],"text":"Workflow clarity defines how work moves through insurance processes and across functions from submission to completion. This ensures work is routed to the right people at the right time and processed in a consistent manner. It also includes controls for approvals, exceptions, and escalations, helping teams manage requests efficiently while maintaining compliance with organisational requirements. With clearly defined workflows, insurers can reduce uncertainty, improve coordination between teams, and gain better insight into where processes are slowing down and where intervention is needed."}],"markDefs":[],"style":"normal"},{"_key":"a8acd36a2e6f","_type":"block","children":[{"_key":"be4f73ce99a40","_type":"span","marks":["strong"],"text":"How Fragmented Workflows Create Hidden Operational Delays"}],"markDefs":[],"style":"h2"},{"_key":"07ea133760c0","_type":"block","children":[{"_key":"64bd25537fbc0","_type":"span","marks":[],"text":"Operational delays are not always caused by high workloads or insufficient capacity. In many cases, delays emerge as work moves between teams, systems and stages of a process. As insurance operations become more digitally connected, a single request may move across underwriting, policy administration, claims, finance, broker servicing and customer service. Each handoff creates another point at which work can slow down if ownership, information requirements or next steps are unclear. A request may be completed by one team but remain inactive while waiting for review, reassignment or approval.  Manual handoffs often contribute to these interruptions. Information may need to be transferred between systems, forwarded through emails, or manually communicated between teams before processing can continue. "}],"markDefs":[],"style":"normal"},{"_key":"b05a4da71edb","_type":"block","children":[{"_key":"e1b5d329a433","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"ba5374990ae2","_type":"block","children":[{"_key":"868f5eb50af8","_type":"span","marks":[],"text":"Each transfer introduces additional administrative effort and increases the likelihood of delays. Fragmented workflows can also lead to Fragmented workflows can also create duplication and rework. Staff may verify information that has already been checked, update multiple systems with the same data or revisit activities because information was missed or process requirements were applied inconsistently. Over time, these hidden inefficiencies accumulate. Processing times increase, administrative workloads grow, and operational resources become focused on moving work between stages rather than progressing requests towards resolution."}],"markDefs":[],"style":"normal"},{"_key":"78fab45f77c3","_type":"block","children":[{"_key":"07c53aca88fc0","_type":"span","marks":["strong"],"text":"Automation Doesn’t Determine Accountability"}],"markDefs":[],"style":"h2"},{"_key":"37d685a66c3a","_type":"block","children":[{"_key":"24040f7abd820","_type":"span","marks":[],"text":"Many insurers view automation as the primary solution for improving operational efficiency. While automation can accelerate workflow execution, it cannot resolve uncertainty around accountability. When ownership is unclear, requests can become trapped between teams. Multiple departments may assume another team is responsible for the next action, creating delays even when automation capabilities are available. Ownership gaps also create decision bottlenecks. Operational staff may be uncertain about who can approve exceptions, resolve complex requests, or authorise workflow progression. "}],"markDefs":[],"style":"normal"},{"_key":"6c87ca0bc6bc","_type":"block","children":[{"_key":"3cb63b2dcd0f","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"43e85a35c9ef","_type":"block","children":[{"_key":"b164502c7267","_type":"span","marks":[],"text":"As a result, work remains pending while responsibility is clarified. Escalation processes also become more difficult when accountability is not clearly defined. Requests requiring intervention may circulate through multiple teams before reaching the appropriate decision-maker, extending processing times and increasing operational friction. Automation performs most effectively when responsibilities are clearly assigned across each stage of a workflow. This allows routing rules, notifications, and automated actions to operate consistently and support efficient workflow progression."}],"markDefs":[],"style":"normal"},{"_key":"08c0776f4c88","_type":"block","children":[{"_key":"e2e91771bb120","_type":"span","marks":["strong"],"text":"How Visibility Improves Workflow Management"}],"markDefs":[],"style":"h2"},{"_key":"1dc65328a264","_type":"block","children":[{"_key":"892da4cbf8970","_type":"span","marks":[],"text":"Effective workflow management also depends on "},{"_key":"0b0b9e401dd8","_type":"span","marks":["4e0e7107a61e"],"text":"understanding how operational activity"},{"_key":"323b4e7708db","_type":"span","marks":[],"text":" moves through the organisation in real time. Greater visibility helps insurers:"}],"markDefs":[{"_key":"4e0e7107a61e","_type":"internalLink","reference":{"_id":"fe735dab-04ec-47e6-847d-da3da7ca73e4","_type":"page","_rev":"lu9IjLpGBtY3SejaWLeLc3","_createdAt":"2026-02-12T12:30:09Z","_updatedAt":"2026-02-26T19:16:36Z","metadata":{"_type":"pageMetadata","page_description":"Learn how operational dashboards help insurers make faster daily decisions across claims, underwriting, and compliance using near real-time KPIs and alerts.","page_title":"Operational Dashboards for Daily Insurance Decisions"},"pageParts":[{"_key":"a8cf575e87f9","_type":"hero","body":[{"_key":"3c0bbf0078af","_type":"block","children":[{"_key":"2137e6a9737f0","_type":"span","marks":[],"text":"The Role of Operational Dashboards in Daily Insurance Decision-Making"}],"markDefs":[],"style":"h1"}],"heroSize":"tall","image":{"_type":"image","asset":{"_ref":"image-f2019bfdd1128c5eb09b282ae647dd1099b17369-1920x774-png","_type":"reference"}},"title":"The Role of Operational Dashboards in Daily Insurance Decision-Making"},{"_key":"7aaaed438645","_type":"simpleContentBlock","body":[{"_key":"8243f3f6dec2","_type":"block","children":[{"_key":"1bb1eae9cb74","_type":"span","marks":[],"text":"Introduction"}],"markDefs":[],"style":"h2"},{"_key":"5a7f447263c1","_type":"block","children":[{"_key":"632158aff8c60","_type":"span","marks":[],"text":"Insurance providers make thousands of operational decisions every day. Claims are assessed, policies adjusted, risks reviewed, and service issues escalated. Many of these decisions carry significant financial, regulatory, or customer implications, and their volume and pace place constant pressure on operational teams."}],"markDefs":[],"style":"normal"},{"_key":"b7a22a37b6fd","_type":"block","children":[{"_key":"49fac4958764","_type":"span","marks":[],"text":"Operational dashboards give insurers real-time visibility into these daily activities. By consolidating key data points into a single, accessible view, dashboards help teams respond faster, identify issues earlier, and make decisions based on current information rather than delayed reports."}],"markDefs":[],"style":"normal"},{"_key":"946463dc21e8","_type":"block","children":[{"_key":"dd6c09a0b5f6","_type":"span","marks":[],"text":"In this blog, we examine how insurance operational dashboards support regular decision-making, which functions benefit most, and how insurers can implement them without adding unnecessary complexity."}],"markDefs":[],"style":"normal"},{"_key":"c8bdd4156efd","_type":"block","children":[{"_key":"40998f7dacca0","_type":"span","marks":[],"text":"What are Operational Dashboards in Insurance?"}],"markDefs":[],"style":"h2"},{"_key":"f08307140ed6","_type":"block","children":[{"_key":"ffc62345e5ab0","_type":"span","marks":[],"text":"Insurance organisations use different types of dashboards to support decision-making at various levels:"}],"markDefs":[],"style":"normal"},{"_key":"53a376bc844c","_type":"block","children":[{"_key":"da93d7de67f40","_type":"span","marks":[],"text":"Operational dashboards focus on near real-time activity and exceptions that require immediate attention."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"68c8af17b9a0","_type":"block","children":[{"_key":"cf1bb9745e570","_type":"span","marks":[],"text":"Strategic dashboards track long-term performance against business objectives."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"eab64ac87739","_type":"block","children":[{"_key":"f8691fd9077d0","_type":"span","marks":[],"text":"Analytical dashboards support deeper analysis using historical data, trends, and models."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"4672f69b5a17","_type":"block","children":[{"_key":"58fdcb4bc0a00","_type":"span","marks":[],"text":"Within this landscape, operational dashboards play a specific role. They are designed to support day-to-day "},{"_key":"28eb8a3447c7","_type":"span","marks":["670c341d0d64"],"text":"insurance operations "},{"_key":"f7cae88c6fd1","_type":"span","marks":[],"text":"by providing continuous visibility into core activities such as claims throughput, underwriting volumes, policy servicing, and exception handling. Rather than supporting long-term planning, they enable operational teams to monitor flow, identify issues early, and take action before problems escalate."}],"markDefs":[{"_key":"670c341d0d64","_type":"internalLink","reference":{"_ref":"4b9c9b37-031f-48db-a46e-6890829631a6","_type":"reference"}}],"style":"normal"},{"_key":"94f77641a02a","_type":"block","children":[{"_key":"feee225035cb0","_type":"span","marks":[],"text":"Effective operational dashboards typically combine three core components:"}],"markDefs":[],"style":"normal"},{"_key":"45fc4cc2f7fd","_type":"block","children":[{"_key":"3e2ae1beeaf00","_type":"span","marks":[],"text":"Clearly defined KPIs aligned to daily operational priorities"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"063ccc8974c5","_type":"block","children":[{"_key":"e0d5b1865d8f0","_type":"span","marks":[],"text":"Near real-time data feeds from core insurance systems"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"81935891afc7","_type":"block","children":[{"_key":"7f5922fdaf210","_type":"span","marks":[],"text":"Visual elements that make issues easy to identify and allow users to drill down where action is required"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"4b443d8216c6","_type":"block","children":[{"_key":"c1400da6441b","_type":"span","marks":[],"text":"Why Do Insurers Need Real-time Decision-Making Tools?"}],"markDefs":[],"style":"h2"},{"_key":"ced49c731b69","_type":"block","children":[{"_key":"d5f6aeb2efee0","_type":"span","marks":[],"text":"Insurance operations generate large volumes of transactions, many of which are time-sensitive. Delays in visibility can result in backlogs, missed risks, or customer dissatisfaction."}],"markDefs":[],"style":"normal"},{"_key":"ff469d36f91f","_type":"block","children":[{"_key":"af6c1972cdfa0","_type":"span","marks":[],"text":"Real-time dashboards help insurers manage volume and complexity more effectively. Claims teams, for example, can see where queues are building or where approvals are stalled. This allows supervisors to intervene before delays escalate."}],"markDefs":[],"style":"normal"},{"_key":"cb82974c2568","_type":"block","children":[{"_key":"54da868901380","_type":"span","marks":[],"text":"Dashboards also support "},{"_key":"c52078496a65","_type":"span","marks":["9db0f21fa320"],"text":"performance monitoring "},{"_key":"c9dfe1938b40","_type":"span","marks":[],"text":"across distribution channels. Agent or broker activity can be reviewed as it happens, making it easier to address underperformance or respond to spikes in demand."}],"markDefs":[{"_key":"9db0f21fa320","_type":"internalLink","reference":{"_ref":"6d1ad3f5-eff9-4eae-a0ff-f772dcca9bbb","_type":"reference"}}],"style":"normal"},{"_key":"a9a16a016210","_type":"block","children":[{"_key":"15e49267ff230","_type":"span","marks":[],"text":"In addition, real-time data supports more responsive decision-making in areas such as:"}],"markDefs":[],"style":"normal"},{"_key":"fa272a03d698","_type":"block","children":[{"_key":"6625ba6bfa040","_type":"span","marks":[],"text":"Pricing adjustments informed by live exposure data."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"8192707752c0","_type":"block","children":[{"_key":"53261483d18f0","_type":"span","marks":[],"text":"Early identification of unusual claims patterns."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"92a86b1467b4","_type":"block","children":[{"_key":"ef3953eee81a0","_type":"span","marks":[],"text":"Faster resolution of service issues affecting customers."}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"062705486145","_type":"block","children":[{"_key":"8d22326d119d0","_type":"span","marks":[],"text":"Rather than relying on end-of-day or end-of-month reports, teams can act while outcomes are still within their control."}],"markDefs":[],"style":"normal"},{"_key":"ccb6f056fcb0","_type":"block","children":[{"_key":"5d750e47aca30","_type":"span","marks":[],"text":"Which Insurance Functions Benefit Most from Dashboards?"}],"markDefs":[],"style":"h2"},{"_key":"30be85c9d1e5","_type":"block","children":[{"_key":"8a13020ce78c0","_type":"span","marks":[],"text":"While dashboards can be used across the organisation, some functions see immediate operational value."}],"markDefs":[],"style":"normal"},{"_key":"7e563269f63e","_type":"block","children":[{"_key":"2ac2ddf247790","_type":"span","marks":[],"text":"Claims management benefits from visibility into processing times, pending approvals, and exception cases. Dashboards help identify bottlenecks early and prioritise high-impact claims."}],"markDefs":[],"style":"normal"},{"_key":"629bd79ab79a","_type":"block","children":[{"_key":"20108b2c161e0","_type":"span","marks":[],"text":"Underwriting teams use dashboards to monitor submission volumes, risk concentrations, and approval turnaround times. This supports more consistent decision-making and helps manage exposure as conditions change."}],"markDefs":[],"style":"normal"},{"_key":"1bb2640e836f","_type":"block","children":[{"_key":"eb2e8019c0220","_type":"span","marks":[],"text":"Finance and compliance teams rely on dashboards to track thresholds, exceptions, and operational controls. Real-time monitoring supports audit readiness and reduces reliance on retrospective checks."}],"markDefs":[],"style":"normal"},{"_key":"ba40e8cbd3d9","_type":"block","children":[{"_key":"61e867f8853c0","_type":"span","marks":[],"text":"Across these functions, dashboards improve coordination by ensuring all teams work from the same data view."}],"markDefs":[],"style":"normal"},{"_key":"d80b6abe1067","_type":"block","children":[{"_key":"c6a7aefe59800","_type":"span","marks":[],"text":"How Do Operational Dashboards Support Daily Decision-Making?"}],"markDefs":[],"style":"h2"},{"_key":"ebe1c300aec4","_type":"block","children":[{"_key":"da27e8c23a020","_type":"span","marks":[],"text":"The value of dashboards lies in how they translate data into action."}],"markDefs":[],"style":"normal"},{"_key":"c9522e9c0bdf","_type":"block","children":[{"_key":"5271909a96dd0","_type":"span","marks":[],"text":"Alert-based workflows allow teams to focus on exceptions rather than routine activity. For example, overdue claims, policy lapses, or threshold breaches can be flagged automatically, prompting timely intervention."}],"markDefs":[],"style":"normal"},{"_key":"a087578ee00e","_type":"block","children":[{"_key":"ebdd02e96d3a0","_type":"span","marks":[],"text":"Dashboards also support trend awareness at an operational level. Patterns in premium collections, claims frequency, or customer churn can be monitored continuously, allowing teams to respond before issues become systemic."}],"markDefs":[],"style":"normal"},{"_key":"7244921a3a05","_type":"block","children":[{"_key":"1384254983360","_type":"span","marks":[],"text":"Performance comparisons further support decision-making. Managers can review activity across regions, product lines, or teams to identify disparities and allocate resources more effectively."}],"markDefs":[],"style":"normal"},{"_key":"8687ebc253da","_type":"block","children":[{"_key":"1d015e55d2150","_type":"span","marks":[],"text":"In each case, dashboards reduce guesswork by grounding decisions in current operational data."}],"markDefs":[],"style":"normal"},{"_key":"a3f565250f62","_type":"block","children":[{"_key":"5b1bc5bcbac90","_type":"span","marks":[],"text":"What Features Make Dashboards Effective for Insurers?"}],"markDefs":[],"style":"h2"},{"_key":"f2a8949cab57","_type":"block","children":[{"_key":"2ad75e69f2870","_type":"span","marks":[],"text":"Not all dashboards deliver the same value. Effectiveness depends on how well they align with operational needs."}],"markDefs":[],"style":"normal"},{"_key":"65c4ffdd19b1","_type":"block","children":[{"_key":"c3f43f0c00ca0","_type":"span","marks":[],"text":"Role-based views are essential. A claims handler, operations manager, and finance lead require different levels of detail. Dashboards should adapt to these roles rather than presenting a single generic view."}],"markDefs":[],"style":"normal"},{"_key":"b2cb41013335","_type":"block","children":[{"_key":"96cfcfdac6910","_type":"span","marks":[],"text":"Reliable data integration is equally important. Dashboards must sync with core insurance systems, such as policy administration, claims, and customer platforms, to ensure information is accurate and current."}],"markDefs":[],"style":"normal"},{"_key":"60efe1dc7e01","_type":"block","children":[{"_key":"edc3e6a499110","_type":"span","marks":[],"text":"Additional features that improve usability include:"}],"markDefs":[],"style":"normal"},{"_key":"284c5e10e0fe","_type":"block","children":[{"_key":"b340eccbde8f0","_type":"span","marks":[],"text":"Drill-down capability to investigate underlying data"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"992b5c845d19","_type":"block","children":[{"_key":"72ec125838e1","_type":"span","marks":[],"text":"Exportable reports for audits or reviews"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"ece86d5ccdff","_type":"block","children":[{"_key":"6fb2c8e0c2280","_type":"span","marks":[],"text":"Automated notifications for predefined thresholds or exceptions"}],"level":1,"listItem":"bullet","markDefs":[],"style":"normal"},{"_key":"18b2f09d39d0","_type":"block","children":[{"_key":"9422822eec7d0","_type":"span","marks":[],"text":"These features help dashboards remain practical tools rather than passive displays."}],"markDefs":[],"style":"normal"},{"_key":"2bc02c2798e4","_type":"block","children":[{"_key":"17a2d1c3375a0","_type":"span","marks":[],"text":"How Can Insurers Implement Dashboards Without Complexity?"}],"markDefs":[],"style":"h2"},{"_key":"36f717f464ac","_type":"block","children":[{"_key":"921ed7034b610","_type":"span","marks":[],"text":"Dashboard initiatives often fail when they become overly technical or disconnected from operations. Insurers can reduce this risk by starting with clear use cases rather than broad reporting ambitions."}],"markDefs":[],"style":"normal"},{"_key":"a2698c8c5f8b","_type":"block","children":[{"_key":"50ed5b9f00fd0","_type":"span","marks":[],"text":"Pre-built insurance business intelligence tools can accelerate implementation by providing standard KPIs and visual templates aligned to insurance workflows. This avoids lengthy custom development."}],"markDefs":[],"style":"normal"},{"_key":"d8c88218ef43","_type":"block","children":[{"_key":"8d731f13fcdc0","_type":"span","marks":[],"text":"Integration is another critical factor. Dashboards should connect to existing policy administration and CRM systems through APIs, reducing duplication and manual data handling."}],"markDefs":[],"style":"normal"},{"_key":"546bd8acfb47","_type":"block","children":[{"_key":"0153e5493c520","_type":"span","marks":[],"text":"Finally, adoption depends on capability, not just access. Teams need training to interpret data and understand what actions to take when indicators change. Dashboards are most effective when they are embedded into daily routines rather than treated as reporting tools."}],"markDefs":[],"style":"normal"},{"_key":"adc8d8c1c424","_type":"block","children":[{"_key":"31f35495d3ee0","_type":"span","marks":[],"text":"Conclusion"}],"markDefs":[],"style":"h2"},{"_key":"172e30d8d0a3","_type":"block","children":[{"_key":"07e4bb82b45b0","_type":"span","marks":[],"text":"Operational dashboards play a central role in modern insurance decision-making. By providing real-time visibility into claims, underwriting, and operational performance, they help insurers respond faster, manage risk more effectively, and maintain control in complex environments."}],"markDefs":[],"style":"normal"},{"_key":"2bda4a8ac785","_type":"block","children":[{"_key":"87cda5db9f130","_type":"span","marks":[],"text":"The value of dashboards does not come from data volume, but from relevance, clarity, and integration into daily workflows. When implemented thoughtfully, dashboards shift decision-making from reactive to informed."}],"markDefs":[],"style":"normal"},{"_key":"a3aa79c6ead1","_type":"block","children":[{"_key":"68c4d43c73f90","_type":"span","marks":["c29e45284f55"],"text":"Cardinal supports "},{"_key":"6f051ba1031b","_type":"span","marks":[],"text":"this approach by integrating operational dashboards directly into core insurance workflows, giving insurers the visibility needed to make timely, confident decisions without adding operational complexity."}],"markDefs":[{"_key":"c29e45284f55","_type":"internalLink","reference":{"_ref":"b527058c-b772-4547-a407-6d3b40c9879a","_type":"reference"}}],"style":"normal"},{"_key":"551e0ec02bc5","_type":"block","children":[{"_key":"dd7cfa69c7650","_type":"span","marks":[],"text":"FAQs"}],"markDefs":[],"style":"h2"},{"_key":"e76bff5024a0","_type":"block","children":[{"_key":"dc522b72220c0","_type":"span","marks":["strong"],"text":"What are the best KPIs to track on an insurance operations dashboard?"},{"_key":"dc522b72220c1","_type":"span","marks":[],"text":"\nKPIs should reflect daily operational priorities, such as claims turnaround time, pending approvals, underwriting volumes, exception rates, and service backlogs."}],"markDefs":[],"style":"normal"},{"_key":"3d39f8f36fa3","_type":"block","children":[{"_key":"0c2e5de8ab450","_type":"span","marks":["strong"],"text":"Can smaller insurers benefit from dashboard tools without full BI setups?"},{"_key":"0c2e5de8ab451","_type":"span","marks":[],"text":"\nPre-configured dashboards and modular BI tools allow smaller insurers to gain operational visibility without large-scale analytics programmes."}],"markDefs":[],"style":"normal"},{"_key":"730fff8a80a9","_type":"block","children":[{"_key":"2d44e70e58320","_type":"span","marks":["strong"],"text":"How do dashboards improve underwriting quality?"},{"_key":"2d44e70e58321","_type":"span","marks":[],"text":"\nDashboards help underwriters monitor exposure, approval times, and consistency, supporting more informed and timely risk decisions."}],"markDefs":[],"style":"normal"},{"_key":"6290bb3791c4","_type":"block","children":[{"_key":"5cb99edb6cc50","_type":"span","marks":["strong"],"text":"Is real-time data essential for insurance dashboards to be useful?"},{"_key":"5cb99edb6cc51","_type":"span","marks":[],"text":"\nFor operational decision-making, near real-time data significantly improves relevance. Delayed data limits the ability to intervene early."}],"markDefs":[],"style":"normal"},{"_key":"54e6782b4f09","_type":"block","children":[{"_key":"f33ff938756f0","_type":"span","marks":["strong"],"text":"What’s the difference between a dashboard and a traditional report?"},{"_key":"f33ff938756f1","_type":"span","marks":[],"text":"\nDashboards support ongoing monitoring and action, while reports provide retrospective summaries. Dashboards are designed for frequent use and immediate decisions."}],"markDefs":[],"style":"normal"}],"title":"The Role of Operational Dashboards in Daily Insurance Decision-Making"},{"_key":"42d1c5bfe0b3","_type":"cardWide","body":[{"_key":"6658c551f6e3","_type":"block","children":[{"_key":"37205b2f599c","_type":"span","marks":[],"text":"Contact Us For a Solution That's Right For You"}],"markDefs":[],"style":"normal"}],"cardStyle":"strip-call-to-action","iconHint":"mobi-contact","title":"Wide card - For more information"},{"_key":"9efeb22fc591","_type":"cardCollection","cardCollectionStyle":"featured-card-collection","cards":[{"_key":"f1b1754db85b","_ref":"e3517c11-8f09-434f-81a1-cdbdf9aab357","_type":"reference"},{"_key":"b7d7988ed32b","_ref":"7f692854-e060-4ae0-9fa2-fba29b6baf52","_type":"reference"},{"_key":"a09a3a6cdfe5","_ref":"e2c21b70-03fa-4328-8623-d006bea4a9a7","_type":"reference"},{"_key":"529a1e9aee09","_ref":"cf77c1e9-ecb1-4454-88b2-dfc8db904962","_type":"reference"}],"heading":"Featured","title":"Featured"}],"slug":{"_type":"slug","current":"/blog/operational-dashboards-insurance-decision-making"},"title":"Blog - January 2026 - The Role of Operational Dashboards in Daily Insurance Decision-Making","id":"-7a1360c3-0e01-5e2d-a37d-e302f83bbcf2","children":[],"parent":null}}],"style":"normal"},{"_key":"e4c2a151ea5f","_type":"block","children":[{"_key":"6ceab24da927","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"91fb3c3b45f1","_type":"block","children":[{"_key":"0d16bec233b1","_type":"span","marks":[],"text":"- Identify bottlenecks by showing where requests are accumulating            which workflow stages are experiencing delays.\n\n"}],"markDefs":[],"style":"normal"},{"_key":"ba64c4109c4f","_type":"block","children":[{"_key":"03ae549dcac3","_type":"span","marks":[],"text":"- Monitor workflow progression without relying solely on manual status updates or retrospective reporting.\n\n"}],"markDefs":[],"style":"normal"},{"_key":"8d7f043f539f","_type":"block","children":[{"_key":"3ad7f8a7e5bd","_type":"span","marks":[],"text":"- Balance workloads more effectively by providing insight into current volumes and resource utilisation across teams.\n\n"}],"markDefs":[],"style":"normal"},{"_key":"85a316de4739","_type":"block","children":[{"_key":"62382cb63596","_type":"span","marks":[],"text":"- Improve operational oversight through reporting and performance metrics that highlight recurring workflow challenges and service  delivery trends.\n\n"}],"markDefs":[],"style":"normal"},{"_key":"9419838644d1","_type":"block","children":[{"_key":"d8f3b6a3571d","_type":"span","marks":[],"text":"- Support process improvement initiatives with data that helps management make more informed operational decisions\n"}],"markDefs":[],"style":"normal"},{"_key":"ec2e2e5cf168","_type":"block","children":[{"_key":"20fdc658da59","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"7ba4203d4539","_type":"block","children":[{"_key":"ccfcaf0a1b9c","_type":"span","marks":[],"text":"Without this visibility, inefficiencies may only become apparent once service levels decline, backlogs grow or customers and brokers begin escalating issues."}],"markDefs":[],"style":"normal"},{"_key":"ba37f33d150b","_type":"block","children":[{"_key":"841ae5b93e540","_type":"span","marks":["strong"],"text":"Building a Foundation for Scalable Automation"}],"markDefs":[],"style":"h2"},{"_key":"7768db22eb19","_type":"block","children":[{"_key":"6b980af470470","_type":"span","marks":[],"text":"Automation delivers the greatest value when it is built on structured and standardised workflows. Workflow standardisation establishes consistent business rules that determine how requests should be handled across the organisation. "},{"_key":"f682e87fd853","_type":"span","marks":["e7f308f809af"],"text":"This creates greater predictability and ensures that operational activities"},{"_key":"16e7ee2b6d7c","_type":"span","marks":[],"text":" follow approved pathways regardless of the teams involved. Defined routing logic further supports automation readiness. When requests can be categorised and directed according to predetermined criteria, automation tools can execute workflow actions more effectively without requiring constant manual intervention. \n\n\nInteroperability between systems also plays a critical role. As information moves between policy administration platforms, claims systems, broker portals, finance applications, and customer servicing environments, connected workflows help ensure continuity across operational processes. Automation becomes significantly more difficult when workflows vary between departments or rely heavily on informal processes. Standardised operational structures provide the consistency needed to support reliable automation execution."}],"markDefs":[{"_key":"e7f308f809af","_type":"internalLink","reference":{"_id":"13f83268-2db9-45e8-98ac-17ca8a5b6dd5","_type":"page","_rev":"lSQPb0IZ4bCZYnPQJkOIc1","_createdAt":"2026-06-16T10:31:40Z","_updatedAt":"2026-07-21T15:26:08Z","breadcrumbEnabled":true,"metadata":{"_type":"pageMetadata","page_description":"Learn how insurers can apply workflow automation strategies from banking, retail, and logistics to reduce delays, streamline processes, and improve operations.","page_robot_nofollow":false,"page_robot_noindex":false,"page_title":"What Insurers Can Learn from Workflow Automation"},"pageParts":[{"_key":"ed58b5dc2280e5596cfa7fa058945aec","_type":"hero","body":[{"_key":"5ab2adc0e1b0","_type":"block","children":[{"_key":"2f47aeb4061e0","_type":"span","marks":[],"text":"What Insurers Can Learn from Other Industries About Workflow Automation"}],"markDefs":[],"style":"normal"}],"heroSize":"tall","image":{"_type":"image","asset":{"_ref":"image-b6f970c361f96a1a8abcf34a536e4aed662bc051-1920x774-jpg","_type":"reference"}},"title":"What Insurers Can Learn from Other Industries About Workflow Automation"},{"_key":"7aaaed438645","_type":"simpleContentBlock","body":[{"_key":"c499c5707961","_type":"block","children":[{"_key":"9f6c548855730","_type":"span","marks":[],"text":"Introduction "}],"markDefs":[],"style":"h1"},{"_key":"833da4e98802","_type":"block","children":[{"_key":"55ab89ece1b6","_type":"span","marks":[],"text":"High-volume industries have spent years refining how work moves through their organisations. Banking institutions process thousands of approvals daily, logistics providers coordinate time-sensitive delivery networks, and retailers manage continuous fulfilment activity across multiple channels. In each case, workflow automation has become a practical way to manage business volume without increasing administrative dependency at the same pace."}],"markDefs":[],"style":"normal"},{"_key":"100ea3b77b31","_type":"block","children":[{"_key":"76cf5e3d8d4c","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"f95e0dbd7d8c","_type":"block","children":[{"_key":"8cfa084cc1de","_type":"span","marks":[],"text":"Insurance organisations face a different operating environment, but many of the same coordination challenges exist across claims management, underwriting, policy servicing, finance, and broker support functions. In this article, we explore how other industries have used technology to address workflow challenges and what insurers can learn from them."}],"markDefs":[],"style":"normal"},{"_key":"1898188390d5","_type":"block","children":[{"_key":"102c187c20910","_type":"span","marks":[],"text":"What is Workflow Automation in an Insurance Environment?"}],"markDefs":[],"style":"h2"},{"_key":"5b38c8d4306a","_type":"block","children":[{"_key":"79cdfe7b97180","_type":"span","marks":[],"text":"Workflow automation uses predefined process rules to route tasks, trigger actions, and progress requests through different operational stages once specific conditions are met.In insurance environments, this may include assigning claims based on claim type, routing policy exceptions to the appropriate reviewer, escalating overdue servicing requests, or generating document requests after policy changes are submitted."}],"markDefs":[],"style":"normal"},{"_key":"ced3556efec8","_type":"block","children":[{"_key":"a531c42977df0","_type":"span","marks":[],"text":"How Have Banking, Retail, and Logistics Structured Workflow Activity?"}],"markDefs":[],"style":"h2"},{"_key":"e72f9cbff471","_type":"block","children":[{"_key":"1c6c767a7d970","_type":"span","marks":[],"text":"Different industries structure workflow activity around the operational pressures most critical to their environments, such as regulatory processing, fulfilment coordination, or disruption management. Banking institutions prioritise controlled progression pathways where approvals, verification stages, and compliance reviews follow strict sequencing requirements."}],"markDefs":[],"style":"normal"},{"_key":"95f8064fd64d","_type":"block","children":[{"_key":"2e0c194eed83","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"fa82cab124d4","_type":"block","children":[{"_key":"429838d75f6f","_type":"span","marks":[],"text":"Retail organisations structure workflows around order movement and fulfilment timing, allowing inventory allocation, warehouse activity, and customer communication to operate concurrently during high-demand periods. Logistics providers design workflows around exception response, enabling transport disruptions, delivery delays, and routing changes to trigger immediate corrective actions across multiple operational teams."}],"markDefs":[],"style":"normal"},{"_key":"9ad8bb49bfe9","_type":"block","children":[{"_key":"29d8c9ff0bae0","_type":"span","marks":[],"text":"What Can Insurers Learn About Administrative Dependency?"}],"markDefs":[],"style":"h2"},{"_key":"15e68035ecb0","_type":"block","children":[{"_key":"df1f606c1c3c0","_type":"span","marks":[],"text":"One of the largest servicing demands within insurance environments is the amount of staff time spent managing routine administrative activity across multiple servicing channels. Tasks such as requesting supporting documents, checking approval status, updating policy records, responding to broker follow-ups, and transferring information between departments are often handled manually through emails, spreadsheets, and separate business systems. Other industries have reduced this administrative burden by identifying repetitive coordination tasks that can be standardised through predefined operational rules. "}],"markDefs":[],"style":"normal"},{"_key":"0831db2d7937","_type":"block","children":[{"_key":"d6da30a61f3e","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"c4458b7a6364","_type":"block","children":[{"_key":"945a055d021b","_type":"span","marks":[],"text":"For insurers, this may include automatically generating renewal documentation, assigning servicing requests to the appropriate teams, issuing document reminders, or categorising broker enquiries based on request type. Reducing repetitive administrative handling allows operational teams to spend more time on activities requiring assessment, decision-making, and customer interaction rather than routine coordination work."}],"markDefs":[],"style":"normal"},{"_key":"b1b46568467a","_type":"block","children":[{"_key":"8bd369d761030","_type":"span","marks":[],"text":"How Does Workflow Design Affect Processing Delays?"}],"markDefs":[],"style":"h2"},{"_key":"e2dee68216f7","_type":"block","children":[{"_key":"2b3eeafa0cf10","_type":"span","marks":[],"text":"In many insurance operations, delays occur because work remains inactive between operational stages.Claims may wait for reassignment after lodgement, policy exceptions may remain pending in review queues, or servicing requests may remain unresolved while ownership responsibility is being determined. Workflow automation helps reduce these inactive periods by applying predefined transition rules between processing phases. For example, when supporting documentation is submitted, the workflow can automatically transfer the request to validation review. "}],"markDefs":[],"style":"normal"},{"_key":"a36eb4bf043e","_type":"block","children":[{"_key":"82e37a5642ac","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"431fac8f9715","_type":"block","children":[{"_key":"0cf9062619ae","_type":"span","marks":[],"text":"If predefined service thresholds are exceeded, escalation rules can redirect the matter to supervisory teams without waiting for additional intervention. ther industries have long used structured workflow sequencing to reduce queue stagnation during high-volume operating periods. Insurers applying similar process controls can reduce workflow bottlenecks and maintain more consistent progression between operational stages."}],"markDefs":[],"style":"normal"},{"_key":"f2dae2e2add8","_type":"block","children":[{"_key":"d4bcf08f193c","_type":"span","marks":[],"text":"Why is System Coordination Important for Workflow Automation?"}],"markDefs":[],"style":"h2"},{"_key":"8cf1d0e2306a","_type":"block","children":[{"_key":"311fdd7ae6eb0","_type":"span","marks":[],"text":"Automated workflows depend heavily on information continuity between operational platforms.Many insurers still operate across separate systems for claims management, policy administration, billing, broker servicing, and document handling. When these platforms function independently, operational staff often need to re-enter information manually or verify updates across multiple environments. This creates workflow disruption during task advancement because tasks cannot move efficiently when data dependencies remain disconnected."}],"markDefs":[],"style":"normal"},{"_key":"7b92c7ceda8f","_type":"block","children":[{"_key":"ca5c4bef337d","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"519f72d471ba","_type":"block","children":[{"_key":"b8c8bc38515e","_type":"span","marks":[],"text":"Other industries have addressed this challenge by prioritising interoperability between operational systems. Workflow activity becomes more reliable when updates, status changes, and task outcomes transfer automatically between platforms without requiring repeated administrative intervention.Within insurance operations, stronger system coordination helps reduce reconciliation work, duplicate handling, and process interruptions caused by inconsistent transaction records."}],"markDefs":[],"style":"normal"},{"_key":"5ddce8285931","_type":"block","children":[{"_key":"4f5caf11dc760","_type":"span","marks":[],"text":"How Have Other Industries Changed Service Expectations?"}],"markDefs":[],"style":"h2"},{"_key":"04696bd1fe53","_type":"block","children":[{"_key":"8a6a724633d80","_type":"span","marks":[],"text":"Customer expectations within insurance have increasingly been influenced by service models outside the industry.Retail and logistics organisations have normalised immediate confirmations, accessible status tracking, and digitally managed interactions. Customers now expect greater transparency around request progress without needing repeated follow-up communication.Insurance organisations are increasingly adopting similar communication standards through automated notifications and self-service access."}],"markDefs":[],"style":"normal"},{"_key":"d343a6504ba2","_type":"block","children":[{"_key":"5c4211c426ac","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"b93fe28125b0","_type":"block","children":[{"_key":"4cce4f0b402b","_type":"span","marks":[],"text":"For example, automated processes can acknowledge claim submissions immediately, notify brokers when documentation is outstanding, confirm endorsement completion, or update policyholders when important milestones are reached.Self-service functionality also allows brokers and policyholders to upload documents, monitor request status, and retrieve policy information independently without relying entirely on manual communication channels."}],"markDefs":[],"style":"normal"},{"_key":"20de098e1f9f","_type":"block","children":[{"_key":"2bdb5aa099510","_type":"span","marks":[],"text":"How Does Workflow Automation Support Operational Oversight?"}],"markDefs":[],"style":"h2"},{"_key":"cc6216ae4fb1","_type":"block","children":[{"_key":"8b9c29d45adf0","_type":"span","marks":[],"text":"As insurance environments expand, tracking unresolved requests across multiple departments becomes increasingly difficult when updates are managed through disconnected reporting channels. Centralised reporting structures allow insurers to monitor pending approvals, escalation activity, unresolved requests, and queue status within a single environment. "}],"markDefs":[],"style":"normal"},{"_key":"fe333e56f1aa","_type":"block","children":[{"_key":"a889d86b8285","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"2724186b9242","_type":"block","children":[{"_key":"56d60548ee18","_type":"span","marks":[],"text":"Supervisory teams can identify stalled items earlier, detect queue accumulation across departments, and respond before unresolved work creates larger processing backlogs. Escalation tracking also strengthens internal control by surfacing delayed actions before unresolved requests continue accumulating across processing queues. These reporting capabilities contribute to more stable handling across high-volume insurance environments."}],"markDefs":[],"style":"normal"},{"_key":"4827a79b72d0","_type":"block","children":[{"_key":"f1e672d8c6be0","_type":"span","marks":[],"text":"Conclusion"}],"markDefs":[],"style":"h2"},{"_key":"7a316fa9d32c","_type":"block","children":[{"_key":"c2a4f94fa1270","_type":"span","marks":[],"text":"Workflow automation has evolved well beyond simple task digitisation. Across banking, retail, and logistics sectors, automated workflows now support large-scale operational coordination, structured escalation handling, and more disciplined process management. Insurance organisations face their own operational complexities, particularly across servicing operations, broker support activity, policy administration, and finance functions. "}],"markDefs":[],"style":"normal"},{"_key":"541cb2c3d32e","_type":"block","children":[{"_key":"1c7f2182c873","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"a1c652c20828","_type":"block","children":[{"_key":"29c0569952ec","_type":"span","marks":[],"text":"As these environments continue to become more interconnected, the process framework plays an increasingly important role in maintaining process stability. By studying how other industries manage workflow sequencing, administrative dependency, system coordination, and exception handling, insurers can identify practical approaches for building more controlled and scalable operational frameworks."}],"markDefs":[],"style":"normal"},{"_key":"5533d428b9d3","_type":"block","children":[{"_key":"9f164fa031110","_type":"span","marks":[],"text":"FAQ "}],"markDefs":[],"style":"h2"},{"_key":"fa8e0408fd75","_type":"block","children":[{"_key":"5d116d71e7040","_type":"span","marks":["strong"],"text":"Q1. What is workflow automation in insurance?"}],"markDefs":[],"style":"normal"},{"_key":"4c40ac4c033a","_type":"block","children":[{"_key":"eeccca0368a50","_type":"span","marks":[],"text":"Insurance workflow automation involves using predefined process rules to route tasks, trigger follow-up actions, manage approvals, and progress servicing activity automatically across different departments and systems."}],"markDefs":[],"style":"normal"},{"_key":"8c796a9a3acb","_type":"block","children":[{"_key":"dbe771355912","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"75eeb9039d4a","_type":"block","children":[{"_key":"7b9a07bf89350","_type":"span","marks":["strong"],"text":"Q2. How can insurers reduce administrative workload through automation?"}],"markDefs":[],"style":"normal"},{"_key":"a13ea96919ad","_type":"block","children":[{"_key":"0f27a17b85fd0","_type":"span","marks":[],"text":"Insurers can automate repeatable activities such as document requests, escalation handling, renewal processing, task routing, and servicing notifications to reduce manual coordination requirements."}],"markDefs":[],"style":"normal"},{"_key":"83b41dffc2b2","_type":"block","children":[{"_key":"79da208ba7df","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"628ecbbcdb92","_type":"block","children":[{"_key":"805cdada49160","_type":"span","marks":["strong"],"text":"Q3. Why do insurers experience workflow delays?"}],"markDefs":[],"style":"normal"},{"_key":"d1f20c7d9428","_type":"block","children":[{"_key":"aa5d106ba0380","_type":"span","marks":[],"text":"Many delays occur between operational stages due to reassignment queues, approval dependencies, fragmented systems, and manual coordination requirements rather than the processing task itself."}],"markDefs":[],"style":"normal"},{"_key":"6f3da7e8f3ee","_type":"block","children":[{"_key":"b04e062be1ec","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"1bc1205929f1","_type":"block","children":[{"_key":"268aca62fee50","_type":"span","marks":["strong"],"text":"Q4. Why is system integration important for workflow automation?"}],"markDefs":[],"style":"normal"},{"_key":"5a75b5b5e64e","_type":"block","children":[{"_key":"6f18ec3a378c0","_type":"span","marks":[],"text":"Workflow automation depends on accurate information movement between operational platforms. Disconnected systems create reconciliation work, duplicate handling, and interruptions during workflow progression."}],"markDefs":[],"style":"normal"},{"_key":"839d3ad950d0","_type":"block","children":[{"_key":"33a6fe231e37","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"e07c6c78a5cf","_type":"block","children":[{"_key":"077acd10d2330","_type":"span","marks":["strong"],"text":"Q5. Which industries provide useful workflow automation examples for insurers?"}],"markDefs":[],"style":"normal"},{"_key":"a8afdeec7bea","_type":"block","children":[{"_key":"16dc71515ab20","_type":"span","marks":[],"text":"Banking, retail, and logistics sectors provide strong workflow automation examples because they manage high transaction volumes, structured processing activity, and operational coordination across multiple business functions."}],"markDefs":[],"style":"normal"}],"title":"What Insurers Can Learn from Other Industries About Workflow Automation"},{"_key":"42d1c5bfe0b3","_type":"cardWide","body":[{"_key":"6658c551f6e3","_type":"block","children":[{"_key":"37205b2f599c","_type":"span","marks":[],"text":"Contact Us For a Solution That's Right For You"}],"markDefs":[],"style":"normal"}],"button":{"_type":"button","buttonLink":{"_ref":"b527058c-b772-4547-a407-6d3b40c9879a","_type":"reference"}},"cardStyle":"strip-call-to-action","iconHint":"mobi-contact","title":"Wide card - For more information"},{"_key":"9efeb22fc591","_type":"cardCollection","cardCollectionStyle":"featured-card-collection","cards":[{"_key":"f1b1754db85b","_ref":"e3517c11-8f09-434f-81a1-cdbdf9aab357","_type":"reference"},{"_key":"b7d7988ed32b","_ref":"7f692854-e060-4ae0-9fa2-fba29b6baf52","_type":"reference"},{"_key":"a09a3a6cdfe5","_ref":"e2c21b70-03fa-4328-8623-d006bea4a9a7","_type":"reference"},{"_key":"529a1e9aee09","_ref":"cf77c1e9-ecb1-4454-88b2-dfc8db904962","_type":"reference"}],"heading":"Featured","title":"Featured"}],"slug":{"_type":"slug","current":"/blog/what-insurers-can-learn-about-workflow-automation"},"title":"Blog - May 2026 - What Insurers Can Learn from Other Industries About Workflow Automation","id":"-ae00f168-353b-50c4-9a74-3c1be969415a","children":[],"parent":null}}],"style":"normal"},{"_key":"c48e3308ad72","_type":"block","children":[{"_key":"3ea442530acc0","_type":"span","marks":["strong"],"text":"Conclusion"}],"markDefs":[],"style":"h2"},{"_key":"8056f3f9a5cd","_type":"block","children":[{"_key":"1021539e23670","_type":"span","marks":[],"text":"The question for insurers is not simply, “what can we automate?”, it’s whether the underlying process is clear enough to automate at scale. When ownership, routing, decision points and exceptions are well defined, technology can reduce friction and accelerate processing. When they are not, digital initiatives risk embedding existing inefficiencies more deeply into operational processes. 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As companies within the InsurTech environment have evolved – requiring more flexible systems that integrate seamlessly with their existing solutions – these systems have had to evolve too. "}],"markDefs":[],"style":"normal"},{"_key":"04e4b04c49d8","_type":"block","children":[{"_key":"97636a58cdc5","_type":"span","marks":[],"text":"For PAS to supply what the industry demands, rethinking technology by incorporating more technologically advanced, digitised solutions is key."}],"markDefs":[],"style":"blockquote"},{"_key":"952f0c84467f","_type":"block","children":[{"_key":"d2578300f79e","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"f1d35295de62","_type":"block","children":[{"_key":"8fd02278fe2c","_type":"span","marks":[],"text":"Cardinal Insurance Management Systems"}],"markDefs":[],"style":"h3"},{"_key":"3b0db90e64fd","_type":"block","children":[{"_key":"39351902fee00","_type":"span","marks":[],"text":"With more than 20 years of experience in insurance systems and the experience to leverage its reputation for innovation, "},{"_key":"0682394331e5","_type":"span","marks":["6cd7e7d20255"],"text":"Cardinal"},{"_key":"e3b0c50efd84","_type":"span","marks":[],"text":" is uniquely positioned in an ever-changing, highly competitive space to offer its clients InsurTech solutions that deliver on both the big picture and the detail. By offering the latest methodologies and technologies, Cardinal has become one of the leading insurance management providers – synonymous with providing game-changing solutions that seamlessly connect all players within the short-term insurance value chain."}],"markDefs":[{"_key":"6cd7e7d20255","_type":"externalLink","url":"https://www.cardinal.co.za/"}],"style":"normal"},{"_key":"d6dddcb468b6","_type":"block","children":[{"_key":"f3ae8070d9e7","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"04c117ca5fe3","_type":"block","children":[{"_key":"57d3616e09d3","_type":"span","marks":[],"text":"Risk Benefit Solutions (RBS) Insurance Brokers"}],"markDefs":[],"style":"h3"},{"_key":"9db78c7d5be8","_type":"block","children":[{"_key":"f1b2b26467c00","_type":"span","marks":[],"text":"Having relied on Cardinal as its core insurance system provider for over 20 years, RBS is one of Cardinal’s longest-standing clients and considers Cardinal a valued partner, not just a reliable supplier. 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RBS has earned its reputation as an experienced and dynamic insurance provider by focusing, consistently, on one thing – making the process of buying insurance, claiming, and engaging as simple as possible."}],"markDefs":[{"_key":"ded3be11dd2c","_type":"externalLink","url":"https://www.rbs.co.za/"}],"style":"normal"},{"_key":"cf2193206ccb","_type":"block","children":[{"_key":"d5d97329c28d","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"3bed30a2e54e","_type":"block","children":[{"_key":"07ce9003328c","_type":"span","marks":[],"text":"More than a system"}],"markDefs":[],"style":"h3"},{"_key":"ee4c00182b75","_type":"block","children":[{"_key":"c63cac14752a0","_type":"span","marks":["7466f53cd456"],"text":"Cardinal’s C360 system"},{"_key":"cea8b754965c","_type":"span","marks":[],"text":" has continuously been developed and has evolved from offering separate systems for claims, underwriting, and finance to be a responsive, interactive system with different modules, services, integrations and workbenches. Eight years ago, RBS began engaging with C360 from a digital point of view, with straight-through processing for claims. Since then, this core system has not only enabled RBS to become paperless and workflow-driven but achieve the all-important ‘rapid time to market’ with products being designed as needed."}],"markDefs":[{"_key":"7466f53cd456","_type":"internalLink","reference":{"_ref":"c391ca66-707b-4079-ae69-72a1c7edf6c5","_type":"reference"}}],"style":"normal"},{"_key":"41266d8987f8","_type":"block","children":[{"_key":"75a05f124532","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"0964deb5c7e8","_type":"block","children":[{"_key":"58b46d51e3c5","_type":"span","marks":[],"text":"Why Cardinal C360?"}],"markDefs":[],"style":"h3"},{"_key":"fd7581554c71","_type":"block","children":[{"_key":"1ce5cd807eb60","_type":"span","marks":[],"text":"Providing clients with an innovative solution that meets their needs and grows with them as they adapt to a more digitally inclined environment is what sets "},{"_key":"58352bc8f9b6","_type":"span","marks":["457c557e739c"],"text":"Cardinal’s C360 system"},{"_key":"4214e161c6c1","_type":"span","marks":[],"text":" apart. 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Over the years, Cardinal has worked closely with RBS to design and develop a productivity and processes system that integrates seamlessly into the existing PAS while meeting business needs."}],"markDefs":[],"style":"normal"},{"_key":"232776f101a8","_type":"block","children":[{"_key":"eeeac1cf672a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"e353af030a94","_type":"block","children":[{"_key":"6677d5125299","_type":"span","marks":[],"text":"Why Cardinal?"}],"markDefs":[],"style":"h3"},{"_key":"cdba4992e683","_type":"block","children":[{"_key":"784435358b990","_type":"span","marks":[],"text":"“Cardinal integrates a progressive mindset of continuous improvement which keeps them relevant and ahead of the game. Cardinal’s core PAS system, C360, is constantly developing and transforming within the InsurTech space. With years of experience in the insurance industry, Cardinal have been able to consistently provide tailored solutions to RBS, with a balance between understanding the tech industry, as well as the needs of their clients."},{"_key":"64758fa0f0cc","_type":"span","marks":["strong"],"text":"\" "},{"_key":"9d31283e7387","_type":"span","marks":[],"text":"–"},{"_key":"d1e573e7409a","_type":"span","marks":["strong"],"text":" Michael Petersen, CEO of RBS"}],"markDefs":[],"style":"blockquote"},{"_key":"b141dfc3b84a","_type":"block","children":[{"_key":"fbae498b88980","_type":"span","marks":[],"text":"“As our technology advances and strengthens, so has our relationship with RBS. 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Our feeling, without doubt, is that Cardinal is well positioned to do that, and have the right skills to suit our needs.” – "},{"_key":"fc628487f38b","_type":"span","marks":["strong"],"text":"Deseree Van Den Berg, Executive Head, RBS"}],"markDefs":[],"style":"blockquote"},{"_key":"ef34d736635f","_type":"block","children":[{"_key":"4912fa15cf0d","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"faa93e16a40b","_type":"block","children":[{"_key":"ee7324fb2cff","_type":"span","marks":[],"text":"What’s next?"}],"markDefs":[],"style":"h3"},{"_key":"331b23b14793","_type":"block","children":[{"_key":"8d13dff695d00","_type":"span","marks":[],"text":"Both Cardinal and RBS are doing what they do best – evolving to meet the needs of their clients and raising the bar for the industry in the process. 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Why choose between traditional or new technology when you can have both?"}],"markDefs":[],"style":"normal"},{"_key":"863904ef8bba","_type":"block","children":[{"_key":"8a5ac2a7b094","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"86153befcce6","_type":"block","children":[{"_key":"4483d7d1815d0","_type":"span","marks":[],"text":"The iPlatform is a collection of innovative apps – pre-built, validated and trusted. 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