Selecting a Case Management Software Vendor
This is the third and final installment in our series on Allstate’s case management software selection process. Allstate’s Lyn Scrine and i-Sight’s Ray Gerard teamed up to present on the process Allstate went through when selecting and implementing i-Sight Case Management Software. This article focuses on the outcome of the process and the results i-Sight has helped Allstate generate since implementing the system.
Allstate’s Solution and Results
Allstate currently uses i-sight as their case management vendor. In choosing a case management software vendor, the company started the process by evaluating requests for proposals from about 10 or 12 vendors. From that group 5 were invited to to provide onsite demos of their products and Allstate selected the solution they felt best fit their needs. People included in the decision making process were HR professionals, corporate security, lawyers and IT. At Allstate, Lyn made it clear that specific access assignment was a major concern. The ability to assign a case or task to an investigator and their manager, then have it sent back once the task was completed was a requirement. Access controls help monitor who can see different types of information, meeting their confidentiality needs.
Lyn can now use the data collected to identify trends and respond to issues through employee training and communication to reduce future incidents. This also allows the company to reduce the opportunity for fraud, as schemes are identified and staff can be quickly notified. The quality of information gathered has improved significantly and due to case centralization, Lyn has access to all the information she needs- without having to chase it down. i-Sight will allow for workloads to be more evenly distributed, as case progress and closures are monitored and tracked in the system.