Insurance

Insurance

Coverage Opinions

Staff Counsel and Claims Professionals collaborate and align with external parties.

Insurance

Legal Vendor Continuity

Ensure outside counsel and firms are able to continue servicing your company as usual.

Insurance

Law Firm Continuity

Ensure outside counsel and firms are able to continue servicing your company as usual.

Insurance

Case Continuity Tracker

Ensure outstanding cases are not in jeopardy and that work toward their completion is still in progress.

Insurance

Onsite Visit Request Approval

Manage and assess requests from employees and contractors to access the office for various purposes.

Insurance

Self-Reporting Risk Assessment

Quickly deploy a workflow allowing remote employees to report their health and COVID-19 risk status.

Insurance

Remote Work Tracker

Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...

Insurance

Request for Business-Critical Travel

Quickly deploy a workflow allowing you to filter and respond to employee travel requests.

Insurance

Vendor Onboarding with Privacy Review (KPL)

Vendor compliance is a critical component of security and privacy compliance. TAP Workflow Automation can s...

Insurance

Data Inventory and Recertification Request (KPL)

GDPR Article 30 requires companies produce records of processing activities to prove compliance to regulato...

Insurance

Data Subject Access Requests

The CCPA and the similar state-by-state regulations that are following ensure that consumers have a stronge...

Insurance

CCPA Vendor Onboarding

Vendor compliance is a critical component of security and privacy compliance.

Insurance

Benefits Administration

Human Resources needs a way to gather feedback from employees as to what benefits or perks they would like....

Insurance

CCPA Data Deletion Request

A workflow for fulfilling consumer requests to have their personal data deleted by an organization.

Insurance

Conflict of Interest

Effectively address and resolve conflict-of-interest issues that need the ongoing attention of multiple sta...

Insurance

Data Privacy

An organisation must ensure that consent procedures by which employees agree to the retention of their pers...

Insurance

Diversity Tracking

Provide a means for organisations to ask their employees about the organisation’s diversity program.

Insurance

Do Not Sell Request

Automating the processing of consumer requests to opt-out of sale of PI to third parties.

Insurance

Entertainment Disclosures & Exceptions

Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...

Insurance

Legal/Policy Questions

Log, preserve and address employee inquiries and legal responses around the implementation of new policies ...

Insurance

Policy Exceptions

Simply and effectively track and preserve all communications and documents around policy exceptions in orde...

Insurance

Regular Compliance Affirmation

Enable stakeholders and policy managers to affirm that key policies and procedures are being followed and c...

Insurance

Third Party Due Dilligence

Create a solution to onboard new vendors, ensuring relevant information is captured, routed, reviewed and a...

Insurance

Whistleblower

Companies need to provide employees a way to anonymously report activity that they suspect is fraudulent. W...

Insurance

QBR Scheduling

Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.

Insurance

Customer Satisfaction Surveys

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

Insurance

New Demo Requests

Automate the process of capturing and scheduling requests for product or service demos.

Insurance

Marketing Portal

Design workflows to support a central marketing portal where users can go to create and obtain advertising ...

Insurance

Advertising Fund Requests

Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising cam...

Insurance

Gifts & Entertainment Reimbursement

Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...

Insurance

Data Review & Decision Alerts

Develop an agile workflow triggered by specific data monitoring conditions or events.

Insurance

Hardware & Software Requests

Draft a process for managing requests for hardware or software, and allow those requests and items to be tr...

Insurance

New Technology Projects

Create a workflow or set of coordinated workflows to efficiently manage development of new technology proje...

Insurance

Technical Support/Service Requests

Devise an workflow for efficiently logging, fulfilling and reporting requests for technical support or serv...

Insurance

New User Onboarding

Develop a workflow to streamline the setup of a new employee (or other user) for enterprise IT services.

Insurance

Software Access Requests

Design a workflow for managing requests for access to an organization’s software platforms or databases.

Insurance

Incident Reporting

Create an accelerated process for IT incident notification, investigation, resolution and reporting.

Insurance

Value-Added Tax (VAT) Return Submission

Develop a workflow for European Union users to calculate VAT tax obligations.

Insurance

Claims Reimbursement

Automate employee insurance reimbursement claims forms and processes.

Insurance

Employee Tax Return Paperwork

Automate workflows for processing employee tax return forms and paperwork.

Insurance

Investment Form

Devise a workflow used to submit and process potential new investment opportunities of varying types and va...

Insurance

CapEx Requests

Develop a workflow to handle capital expenditure requests.

Insurance

Shareholder Agreement

Developing a shareholder request and approval process capable of dealing with multiple shareholder types.

Insurance

Lost Checks

Build a workflow employees can use to claim lost/damaged checks for reimbursements or payroll.

Insurance

New Partner Onboarding

Design a workflow for an HR/Finance team to onboard new partners that sign on with their company.

Insurance

Sourcing Requests

Build automated workflows for managing a variety of RFX processes.

Insurance

Vacation / Disability Leave Requests

Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.

Insurance

New Independent Contractor Agreements

Create a workflow for HR to review and process requests for new independent contractors.

Insurance

Performance Evaluations

Develop an automated workflow to streamline and improve the employee performance evaluation process.

Insurance

Employee Offboarding

Draft a workflow used to mass offboard any number of employees, including mass offboardings.

Insurance

Employee Suggestion Box

Create an online “employee suggestion box” and workflow for reviewing submissions.

Insurance

Employee Onboarding

Automate and accelerate the process of onboarding new employees.

Insurance

Legal Services Request Portal

Design and launch automated online forms and Legal Ops workflows for efficiently managing legal services re...

Insurance

Contract Requests

Automate the Legal Ops process for generating a legal contract, whether simple or parts of a complex Contra...

Insurance

Patent Mining Sessions

Create an expedited process for requesting and setting up Patent Mining Sessions within the organization.

Insurance

Directors & Officers Liability (D&O)

Develop a Legal Operations workflow enabling users to make disclosures about the director, officer, and adv...

Insurance

Self-Service NDA

Automate the NDA submission and review process to eliminate inefficiencies, improve compliance, and reduce ...

Insurance

Telework Requests

Build a workflow to expedite the process of employees applying to work remotely.

Insurance

Confere­nce Participation & Publication Review

Design and publish a request-and-review process for employees seeking to participate in professional confer...

Insurance

Electronic Signatures

Adopt a highly secure yet simple means for digitally indicating consent or approval on a digital document.

Insurance

Trademark Infringement Log

Bring automated efficiency and speed to workflows for trademark filings, renewals, and related Legal Ops pr...

Insurance

Counsel Retention

Design a workflow to manage the process of requesting, drafting, reviewing and authorizing outside counsel ...

Insurance

Matter Management Intake

Design a dedicated Legal Operations workflow to manage matter management items, ensure compliance and minim...

Insurance

Developer Agreements

Automate the process of creating agreements for new external developers working on an organization’s projects.

Insurance

New Business Intake

Automate the New Business Intake process for Legal Ops teams and law firms, integrating with other systems ...

Insurance

Membership Form

Devise a workflow allowing people/organizations to easily apply for membership in a trade organization as e...

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