Case study · kCompliance · insurance domain

kCompliance: keeping deadlines and documents together without chasing them

kCompliance is the system that brings order to a insurance intermediary’s documentation: deadlines, delegations and collaborative editing in one space.

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The problem

A insurance intermediary handles dozens of documents with different deadlines, scattered across shared folders and email: one oversight is enough to miss an obligation, and it is never clear who is responsible for what.

What we did

We built a single document space, shaped around the intermediary’s obligations: every document has its deadline, a clear delegation and a revision history, on servers in Europe.

What it has

  • Deadlines under control

    Every document has its deadline, with early alerts: no more missed obligations.

  • Delegations and ownership

    Documents and tasks are assigned with clear delegations, so it is always evident who is responsible for what.

  • Collaborative editing

    Several people work on the same documents in an orderly way, with revision history.

  • Shaped around the intermediary

    The document structure follows the insurance intermediary’s real obligations, not a generic template.

  • Complaints management

    Log and track customer complaints from opening to closure, with timelines and owners under control.

  • Controls management

    Organisational and anti-money-laundering controls always documented and auditable, with clear evidence and accountability.