Complaint Tracking Software for Insurance

• Financial Services
• Complaint Tracking
• Fraud Investigation
• Anti-Money Laundering
• Ombudsman Software
• Compliance Investigation Software

Designed for the Insurance Industry & Customized for You

i-Sight Complaint Tracking Software has been designed to meet the specific regulatory requirements of the insurance industry -- yet can be customized to suit your business. i-Sight uses flexible business rules to ensure you meet the requirements set by each state for responding to written and oral customer complaints.

Receive Complaints

i-Sight lets you record new customer complaints received through any channel, quickly and efficiently. Any authorized staff member can log new complaints using i-Sight’s simple, intuitive web form. The intake form is fully customizable, allowing you to record all information necessary in order to categorize complaints and report them to regulators.

Acknowledge Complaints

Each state sets its own rules on how quickly insurance companies should respond to customer complaints. i-Sight incorporates customized business rules to ensure you meet these targets every time. i-Sight can also generate template letters to your customers, acknowledging the complaint.

Manage Complaints

Once a case has been assigned to the appropriate person in your organization, the “case owner” can begin to record the resolution process. From within the complaint file, the case owner can:

• Record notes
• Set reminders
• Assign tasks to others
• Send emails
• Generate letters using automatic templates
• Attach documentation
• Send for review
• Record the outcome

Review Complaints

As complaints progress towards resolution, you may need to involve legal or compliance staff in a review of the recommended resolution. i-Sight Customer Complaint Tracking software simplifies this process by notifying appropriate personnel each time a review is required. All case files requiring review are placed in a queue where they can be accessed by authorized “reviewers”. The case owner is automatically notified by email as soon as a review is complete.

FINRA Reporting

Customer complaints that must be reported to FINRA can be tagged and automatically included in an easy-to-download report. These reports have been designed specifically to provide you with all of the information you need for reporting.

Benefits of the i-Sight Customer Complaint Tracking Software for Insurance

• Quickly record and document new customer complaints
• Ensure acknowledgement of every complaint within regulated guidelines
• Maintain a complete record of every complaint
• Centralize complaint information
• Collaborate across the organization
• Ensure necessary reviews are carried out every time
• Effectively manage milestones and key dates
• Effortlessly generate necessary reporting for regulators
• Learn from customer complaints

For more information please register to join a live complaint tracking software demo or visit these pages: Complaint Management Software Overview, Customer Complaint Tracking Reports, Complaints System with Custom Workflow, Customer Complaint Software Feature List.

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