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First for finance & insurance

Build finance and insurance administration apps around onboarding checklists, service cases, renewals and outstanding information.

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What you can build

From requested document to responsible review

A client service case waits for documents or an internal decision without a clear next owner.

  • Client renewal checklists
    File
    Renewal FI-028
    Due
    30 November
    Outstanding
    Updated contact details

    Client renewal checklists.

    Keep renewal documents, open queries and the next client contact together.

  • Document approval workflow
    Document
    Service review memo v2
    Reviewer
    Operations lead
    Decision
    Pending

    Document approval workflow.

    Keep each document version, review round and decision together.

  • Support ticketing system
    Enquiry
    Update statement address
    Queue
    Client services
    Status
    Awaiting confirmation

    Support ticketing system.

    Keep support cases, priorities and promised updates visible to the next agent.

Follow one administrative through the handoff.

Harbour Services · Client desk is a fictional example. Follow Administrative case FIN-034 through the decisions and exception that the team needs to resolve.

Harbour Services · Client deskAdministrative case FIN-034

Case: Fictional renewal enquiry

Case
Fictional renewal enquiry
Missing item
Updated contact form

Current stage · Client service manager

Service team creates an administrative request

Service team creates an administrative request.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as client renewal checklists. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for client renewal checklists.

    Administrative case FIN-034
    Case
    Fictional renewal enquiry
    Missing item
    Updated contact form

    Describe the app you need.

    Start with one workflow, such as client renewal checklists. Describe the record and what your team needs to track.

  • Add a field for coordinator.

    Administrative case FIN-034
    Coordinator
    Document desk
    Checklist
    3 of 4 items received

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Administrative case FIN-034
    Next action
    Client service follow-up
    Decision scope
    Administrative only
    Handled by
    Client service manager

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for finance & insurance

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Use the app for coordination and follow-up. Qualified reviewers and existing systems retain underwriting, advice, transaction and regulated decision responsibilities.

Questions about building for finance & insurance

Build an app for finance & insurance.

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