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The application is designed to help manage risk by detecting and preventing potential problems, particularly in areas such as insurance, workers’ compensation, liability, and human resources.
- Website:https://caselink.apexpi.com
Features
Clients can easily track their cases using separate login credentials.
Reports in caselink play a major role to ensure the cases related details are up to date and generated as a CSV for each and every client separately.
Each and every user role has separate privileges and the super admin is able to edit the privileges.
Sales team and Investigation team has separate reports, for salesperson – Sales related reports and Investigator – Investigator reports.
Assign an investigator to the case automatically “Auto assign” task based on the investigator availability.
Challenges
Integrating any feature with the SV Calendar.
Redesigning the SV Calendar and Downloadable reports is more complex.
Managing Invoice, Revenue and Performance related reports.
Managing all the Widgets and Dashboards related to sales and invoices.
Project Goals
- To make the system more automatic than manual processes like assigning investigators.
- Redesigning the downloadable reports.
- More elegant solution to manage the system notifications specially Email notifications.
- To improve the Client parent and child company architecture inside the client module.
Showcase
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Cases
All the Cases are listed under this module, based on the logged in user it will differ. Super admin and case manager can able to view all the cases. Various filters are added to search the cases based on the various category.
Dashboard
Users can view the following details quickly by checking the widgets, Cases, Management, Sales, Assignments, Sales goals with graph representation, Revenue, Performance, Activity with clients, etc.
Invoice
Invoices can be exported and imported and new invoices can be created for both the clients and cases with multiple filters which ease in searching the invoices.
Client
All the client and client branches along with the requesters will be displayed here. Activity for the client and assigning salesperson to them and email communication and logs for the same will be captured inside the module.
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