Insurance company audits portal

Project Goal

The GDD project aimed to transform an outdated legacy system into a highly scalable and modern web platform that could meet the evolving needs of the insurance industry. The primary goal was to enhance operational efficiency by automating repetitive tasks, enabling real-time collaboration between auditors and insurance companies, and providing detailed insights through dynamic reporting tools.

The project also sought to create a user-friendly system capable of supporting multiple user roles, from administrators to third-party auditors, each with access to tailored functionalities. Another key objective was to improve the system’s scalability, ensuring that it could handle increasing amounts of data and support the company’s long-term growth strategy.

About the Client

GDD Associates, Inc. is a USA-based company with over four decades of experience in premium insurance auditing. Established in 1977, GDD has built a reputation as a reliable partner for insurance companies seeking efficient and accurate auditing services.

The client recognized the need to replace their legacy system, which was struggling to keep up with modern technological demands. By partnering with our team, GDD aimed to build a comprehensive, cloud-based application that could streamline their workflows and ensure compliance with industry standards.

Solution

To address the client’s requirements, we developed a cutting-edge web platform. This platform integrated advanced technologies with user-centric design principles. The solution was built from scratch using .NET technologies, enabling seamless data handling, intuitive user interfaces, and robust backend operations.

Key modules and their purposes:

1. Administration Module:
   
   • Purpose: Centralized control for managing users, companies, and key operations.
     
   • Features: Manage insurance companies, define auditor roles, and control geographic territories to streamline workflow distribution.
2. Auditor Module:
   
   • Purpose: Empower auditors to review and process assigned tickets.
     
   • Features: Access ticket details, submit findings, and manage audit statuses through an intuitive dashboard.
3. Audi-Vue Module:
   
   • Purpose: Provide a comprehensive overview of audits for insurance companies.
     
   • Features: Enable users to view audit inventories, track status changes, and access detailed reports with PDF attachments.
4. SelfAudit Module:
   
   • Purpose: Allow insurance companies to initiate and complete audits independently.
     
   • Features: Create and submit new audits directly from the portal, reducing dependency on third-party auditors.

Notable features:

1. Users can upload company-related documents, which are added to a processing queue.
   
2. Generate large PDF files for insurance prints ("Print Books").
   
3. Automatically assign auditors to audits based on ZIP codes.
   
4. Dynamic attachment types dictionary for flexible categorization.
   
5. Modern reporting system for creating and sending flexible, reliable reports.
   
6. Dynamic forms to create, modify, or delete multiple records at once.
   
7. Manage email content from an admin interface.
   
8. Generate reports in PDF or Excel formats.
   
9. Centralized system logs for tracking all activities.
   
10. Audit log to track changes, including who made them and when.
    
11. IP restrictions to allow or deny system access by IP address.
    
12. Split large PDF files into multiple tickets based on criteria.
    
13. Admin panel for managing audits by auditor area.
    

Common infrastructure features:

• Convenient Administration Panel: Provides a user-friendly interface for managing system operations.
  
• User Management: Enables adding, modifying, and removing users with defined roles and permissions.
  
• Auto Deployments: Streamlines updates and deployments for system improvements.
  
• Audit Management: Centralized management of audits, ensuring smooth workflows.
  
• Enterprise Architecture: Designed to handle complex and large-scale organizational needs.
  
• Real-Time Notification System: Delivers updates and alerts instantly to users.
  
• Reporting System: Supports generating reports in PDF and Excel formats for various use cases.
  
• Data Import/Export: Facilitates seamless transfer of data in and out of the system.
  
• Email Management System: Handles email templates and automated communication.
  
• Centralized System Log: Tracks all system activities for accountability and troubleshooting.
  
• Audit Log: Records all changes with timestamps and user information for traceability.
  
• Scheduling Jobs: Automates tasks and processes with scheduled execution.
  
• Role Permission Management: Ensures users have access only to the features and data appropriate to their roles.

Technologies used

Results

The GDD platform has revolutionized the way insurance audits are managed. Key achievements include:

1. Efficiency Gains: Automation of manual processes has reduced the time spent on audit-related tasks by 40%.
   
2. Enhanced Accuracy: Built-in validation checks ensure compliance with industry regulations.
   
3. Scalability: The platform’s robust architecture supports increasing data loads without compromising performance.
   
4. Improved Collaboration: Real-time data sharing and notifications enhance coordination between auditors and insurance companies.
   
5. User Satisfaction: The intuitive interface and dynamic features have received positive user feedback.

Transform Your Insurance Workflows with GDD

Modernizing the insurance industry concerning daily operations of an insurance company document management, automated assignments, and dynamic this GDD platform does it all in an automated and streamlined way to enhance operational efficiency and reduce manual effort. It allows everything to operate from automatically assigning an auditor at the site of an accident to the very smooth handling of the contents of an email.

Such advanced features include real-time notifications, audit logs as well and IP restrictions which make certain that the workflows remain secure and transparent. The centralized system logs, in addition to comprehensive reporting capabilities, allow teams to track performance and create insights with minimal effort. Be it splitting PDF tickets, managing audits, or customizing forms, GDD is customized for modern insurance companies.

Maximize automation in your daily business operations with GDD: more streamlined workflows, better collaboration, and more efficiency. Contact us today to find out just how you can revolutionize your business processes with GDD insurance!