SwiftCase

What is SwiftCase and how does it work?

SwiftCase is a cloud-based workflow management tool that helps businesses automate their business processes and improve their operations and productivity. It is specifically designed for businesses in the insurance, finance, legal, and service industries.

SwiftCase offers a variety of features to help businesses manage their workflows, including:

• Drag-and-drop workflow editor: SwiftCase’s drag-and-drop workflow editor allows users to easily create and modify their workflows. Users can add tasks, set triggers, and define actions with just a few clicks.
• RAG notifications: SwiftCase provides RAG (red, amber, green) notifications to help users track the status of their workflows and identify any potential problems.
• Integrated customer data system: SwiftCase has an integrated customer data system that allows users to store and manage customer data in one place. This data can be used to populate workflows and generate reports.
• Secure document manager: SwiftCase also has a secure document manager that allows users to store and manage documents securely. Documents can be attached to workflows and tasks, and they can also be accessed from the customer data system.

SwiftCase is a valuable tool for businesses that are looking to automate their business processes and improve their operations and productivity. It is especially useful for businesses in the insurance, finance, legal, and service industries.