Bitrix24 has introduced a specialized digital workspace solution for the insurance industry. The package includes ten interconnected smart processes that manage the entire deal lifecycle, from initial quote requests to loss settlements. Users can install this configuration directly onto their existing portals, eliminating the need for custom development.
The tool automates workflows across four primary areas: sales, contract management, loss settlement, and compliance. It includes specific features for handling insurance objects, payment schedules, and mandatory checks such as the 115-FZ anti-money laundering requirements. Tasks are automatically assigned to specific roles like underwriters or security officers based on card data.
The system enforces strict process control, preventing deals from advancing until all required approvals and security screenings are completed. For instance, a policy cannot be issued without a sanctions check, and underwriting requires prior security clearance. All key events are recorded in a timeline to provide full visibility into the deal history.
The solution allows for customization of stages, fields, and deadlines using standard Bitrix24 tools without requiring programming. Once installed, administrators only need to configure access rights and process links. The product is available to users through the BitrixGPT and Marketplace subscription plan.
