Automation

Custom Workflow Automation Services

Fively provides workflow automation services to streamline your business processes and increase overall company profits.

Automation

What Is Workflow Automation?

It is a process of workflow optimization by launching a series of automatic program tasks to bring it the most effective and productive form.

Workflow Automation Examples

Discover a wide range of professional workflow automation solutions our engineers can create to optimize your operations and improve interaction with customers.

Chatbot development

We create smart business⁠-⁠tailored chatbots able to solve complex tasks to optimize your resources and streamline communication with customers.

Ecommerce platforms

BaronWines automated hundreds of small everyday tasks thanks to launching a custom eCommerce website by Fively.

Marketing automation

Our engineers build robust marketing automation platforms to personalize your ad campaigns, improve customer experience, and boost your KPIs.

Bespoke CMS development

Fively software specialists develop state⁠-⁠of⁠-⁠the⁠-⁠art CMS platforms to help you deliver sharp and engaging content quickly and easily.

Custom BPA

We create custom BPA solutions to optimize your workflow, streamline interaction with clients, and digitalize documents management.

Smart HRM applications

Fively developed modern HR compensation software that automates HR surveys, speeds up calculations, and provides real⁠-⁠time visual analytics.

Chatbot development

We create smart business⁠-⁠tailored chatbots able to solve complex tasks to optimize your resources and streamline communication with customers.

Ecommerce platforms

BaronWines automated hundreds of small everyday tasks thanks to launching a custom eCommerce website by Fively.

Marketing automation

Our engineers build robust marketing automation platforms to personalize your ad campaigns, improve customer experience, and boost your KPIs.

Bespoke CMS development

Fively software specialists develop state⁠-⁠of⁠-⁠the⁠-⁠art CMS platforms to help you deliver sharp and engaging content quickly and easily.

Custom BPA

We create custom BPA solutions to optimize your workflow, streamline interaction with clients, and digitalize documents management.

Smart HRM applications

Fively developed modern HR compensation software that automates HR surveys, speeds up calculations, and provides real⁠-⁠time visual analytics.

Workflow Automation Expertise

We build smart, powerful, and user⁠-⁠friendly workflow automation software using our expertise in cutting edge technologies such as JavaScript, Python, C#, and many more, combined with the insightful knowledge of business priorities in various domains:

Sales & Marketing

Sales & Marketing

Automate repetitive tasks, providing a more personalized experience for users, and visualize customers data to get insightful reports on leads with:

  • email marketing
  • social media posting
  • ad campaigns
  • visual dataproofing
  • interactive Gantt charts

Finance & Legal

Finance & Legal

Simplify document management, schedule auto⁠-⁠payments, and integrate accounting reports to create a smart payroll management system with:

  • document requests
  • accounting data sampling
  • customized reports
  • data⁠-⁠driven predictive analytics

Management

Management

Use it equally effective for reaching goals in all your management departments, whether it reducing paperwork, visualizing customers/candidates data, providing swifter onboarding experience, or ensuring compliance of all processes with:

  • resource management
  • leads management
  • HR onboarding management
  • workload overviews

Procurement

Procurement

Eliminate manual errors and increase productivity by providing visibility into your spend and boosting collaboration between internal and external teams with:

  • transparent vendors list
  • automated purchase ordering
  • inventory management
  • invoice processing digitalization
  • billing and supply chain automation

Retail & eCommerce

Retail & eCommerce

Make sure all your leads get the right treatment and simplify buying⁠-⁠shipping processes by tracking user trends and getting insightful reports:

  • billing and supply chain automation
  • inventory management
  • revenue cycle management
  • data⁠-⁠driven predictive analytics
  • customers support

IT & Computer Software

IT & Computer Software

Optimize the daily workflow and get a handle on Shadow IT by controlling the projects’ statuses, checking team members' availability, and avoiding duplicate tickets requests with:

  • Kanban boards
  • interactive Gantt charts
  • time tracking tools
  • workload overviews

Hospital & Healthcare

Hospital & Healthcare

Improve doctor-patient experience, protect personal data and get full visibility onto your assets by streamlining communication, data-driven analytics, and HIPPA⁠-⁠compliant data management:

  • patient scheduling tools
  • secure interactive databases
  • inventory management
  • billing and supply chain automation
  • visual data proofing

Workflow Automation Benefits

Take the full advantage of ultimate workflow automation solutions created by our software specialists and boost your operations from day one.

Smart assets management

Smart assets management

Automate the daily workflow quickly and efficiently.

Swift data aggregation

Swift data aggregation

Integrate data from complex systems with ease.

Boosted effectiveness

Boosted effectiveness

Streamline operations on any device, everywhere.

Real-time modifications

Real⁠-⁠time modifications

Deploy and run cloud⁠-⁠based workflows without delay.

Better resources allocation

Better resources allocation

Reduce routine tasks and optimize operational costs.

Reduce manual errors

Reduce manual errors

Make your data error⁠-⁠free and save time on its verification.

Automated Workflow Solutions

Check our relevant cases on workflow automation in Retail, Marketing, Sales, eCommerce, Fintech, Procurement, IT, Healthcare, and other industries:

About INZMO

Inzmo is an insurance company headquartered in Berlin, which aims to simplify the insurance claims processing workflow using a digital approach. The company focuses on B2B2C solutions in various niches from bike and consumer electronics insurance to rental deposit insurance. Its user-friendly insurance workflow automation platform combines all steps from purchasing a policy to filing a claim, making it a 5-minute procedure.

In 2017, INZMO became the best Fintech startup in the whole Europe by the European Commission. It is backed by a famous insurance leader headquartered in Switzerland, an early-stage VC firm Change Ventures, Helvetia.

Country

Germany

industry

Insurance

timeline

15 months

team

1-5 engineers

Tech stack

Vue.js
jQuery
PHP

50%

growth in customer satisfaction rate

90%

of reporting and analytics made faster

#1

rated fintech company by StartUp Europe Awards

Do you have a similar idea?

Get a free estimation!

Challenges of Workflow Management at Insurance Companies

Inzmo wanted to turn their UX vision into a ready-made insurance company workflow automation tool, that could be able to provide its users with the total digitalization in the insurance sector. The company was looking for highly skilled engineers, who are also well-versed in front-end tech stack, PHP, as well as database management. The ready-made solution for insurance workflow process optimization should have a user-friendly and intuitive GUI, high website performance, on-site insurance claims processing, and several third-party integrations. For this project implementation we needed to reach the following goals:

  • Turn the client's UX vision into a ready-made insurance claim workflow automation tool
  • Help to manage the project implementation and estimate the scope of tasks
  • Enable quick on-site insurance claims processing
  • Provide users with various insurance plans and payment options
  • Set real-time customer analytics and advanced reporting on the platform
  • Enable essential third-party integrations
  • Tune the platform speed, and resolve all the bugs on the user side
  • Provide technical support and maintenance for the system

INZMO needed professional front-end developers, able to solve complex web portal development tasks, create an insurance industry workflow optimization platform with numerous features, fix arising bugs, and optimize the site speed. The important factor in finding a software vendor was trust, as INZMO has already successfully worked with our engineers, and they were happy to work with us once more. After a short interview with our developers, they told us about the project details and showed us the Figma files with their UX vision of a working homepage. That’s how our fruitful collaboration on creating a digital home insurance platform started in June 2020.

How We Helped Insurance Workflow Solutions Company

During this project on digitalization in the insurance industry, we not only turned the customer’s product design into a ready-made insurance workflow automation tool. We fitted into INZMO’s internal sprint methods: estimated the scope of tasks, set deliverable deadlines, and provided top-tier management of the project.

We have also communicated with the the client’s team on a daily basis, analyzed the complexity of features for this property insurance digitalization platform, and proposed the suitable project architecture. To be short, that’s how our project looked like:

Project architecture: To create this rental service platform, we used the Vue.js framework and jQuery library for the Frontend, PHP for the Backend, and MariaDB as a database service.

Team structure: We implemented the full scope of the project goals with 2 of our senior Front-end engineers, who are also well-versed in PHP and database management.

Communication tools: We used Jira for task status tracking and management, and daily standups to provide clear communication. We also used Slack for quick discussions of any initiatives and changes in the project.

These technical and workflow management decisions allowed us to successfully cover all the projects’ goals, stay flexible, and turn the clients’ platform into into one of the best insurance workflow management platforms.

What Insurance Digitalization Features We Provided

We began the cooperation with Inzmo in 2019, and after 15 months of fruitful work, we were ready to present the results of the insurance workflow management project:

  • Our specialists smoothly integrated the company's UX vision into an insurance workflow automation solution, optimized its performance, and resolved all the bugs on the user side to ensure excellent customer experience;
  • We have tuned algorithms for various insurance plans, enabled different ways of renewing contracts, and integrated additional payment methods into the insurance workflow solution, which altogether provided customers with much more freedom in choosing their plan;
  • Fively engineers enriched the platform functionality with a robust CRM-like reporting and analytics system with insurance workflow diagrams, as well as added essential 3rd party integrations. These features make the client’s insurance workflow software highly customizable and tailored to various business needs;
  • Our team enabled a high level of security of the insurance workflow management system, including payment and renewing contracts procedures, thanks to the following cybersecurity best practices, as well as obligatory authentication and different administrative roles in the system.

Senior System Architect at INZMO

Technology Stack

We pay special attention to choosing the right software tools and technologies for our projects. This insurance automation solution was created using the following state-of-the-art tech stack:

  • Vue.js
  • jQuery
  • PHP
  • MariaDB

Success Stories

We create handy FinTech automation tools that turn online finance management into a 5-minute process. Discover these cutting-edge solutions examples boosting digitalization in financial services.

5/5

Inzmo's willingness to refer

#1

rated fintech company by StartUp Europe Awards

Case Study

Insurance Workflow Automation Solution

Fively developed an insurance workflow automation solution that combines all steps from purchasing a policy to filing a claim and makes it a 5-minute procedure.

About INZMO

Inzmo is an insurance company headquartered in Berlin, which aims to simplify the insurance claims processing workflow using a digital approach. The company focuses on B2B2C solutions in various niches from bike and consumer electronics insurance to rental deposit insurance. Its user-friendly insurance workflow automation platform combines all steps from purchasing a policy to filing a claim, making it a 5-minute procedure.

In 2017, INZMO became the best Fintech startup in the whole Europe by the European Commission. It is backed by a famous insurance leader headquartered in Switzerland, an early-stage VC firm Change Ventures, Helvetia.

Country

Germany

industry

Insurance

timeline

15 months

team

1-5 engineers

Tech stack

Vue.js
jQuery
PHP

50%

growth in customer satisfaction rate

90%

of reporting and analytics made faster

#1

rated fintech company by StartUp Europe Awards

Do you have a similar idea?

Get a free estimation!

Challenges of Workflow Management at Insurance Companies

Inzmo wanted to turn their UX vision into a ready-made insurance company workflow automation tool, that could be able to provide its users with the total digitalization in the insurance sector. The company was looking for highly skilled engineers, who are also well-versed in front-end tech stack, PHP, as well as database management. The ready-made solution for insurance workflow process optimization should have a user-friendly and intuitive GUI, high website performance, on-site insurance claims processing, and several third-party integrations. For this project implementation we needed to reach the following goals:

  • Turn the client's UX vision into a ready-made insurance claim workflow automation tool
  • Help to manage the project implementation and estimate the scope of tasks
  • Enable quick on-site insurance claims processing
  • Provide users with various insurance plans and payment options
  • Set real-time customer analytics and advanced reporting on the platform
  • Enable essential third-party integrations
  • Tune the platform speed, and resolve all the bugs on the user side
  • Provide technical support and maintenance for the system

INZMO needed professional front-end developers, able to solve complex web portal development tasks, create an insurance industry workflow optimization platform with numerous features, fix arising bugs, and optimize the site speed. The important factor in finding a software vendor was trust, as INZMO has already successfully worked with our engineers, and they were happy to work with us once more. After a short interview with our developers, they told us about the project details and showed us the Figma files with their UX vision of a working homepage. That’s how our fruitful collaboration on creating a digital home insurance platform started in June 2020.

How We Helped Insurance Workflow Solutions Company

During this project on digitalization in the insurance industry, we not only turned the customer’s product design into a ready-made insurance workflow automation tool. We fitted into INZMO’s internal sprint methods: estimated the scope of tasks, set deliverable deadlines, and provided top-tier management of the project.

We have also communicated with the the client’s team on a daily basis, analyzed the complexity of features for this property insurance digitalization platform, and proposed the suitable project architecture. To be short, that’s how our project looked like:

Project architecture: To create this rental service platform, we used the Vue.js framework and jQuery library for the Frontend, PHP for the Backend, and MariaDB as a database service.

Team structure: We implemented the full scope of the project goals with 2 of our senior Front-end engineers, who are also well-versed in PHP and database management.

Communication tools: We used Jira for task status tracking and management, and daily standups to provide clear communication. We also used Slack for quick discussions of any initiatives and changes in the project.

These technical and workflow management decisions allowed us to successfully cover all the projects’ goals, stay flexible, and turn the clients’ platform into into one of the best insurance workflow management platforms.

What Insurance Digitalization Features We Provided

We began the cooperation with Inzmo in 2019, and after 15 months of fruitful work, we were ready to present the results of the insurance workflow management project:

  • Our specialists smoothly integrated the company's UX vision into an insurance workflow automation solution, optimized its performance, and resolved all the bugs on the user side to ensure excellent customer experience;
  • We have tuned algorithms for various insurance plans, enabled different ways of renewing contracts, and integrated additional payment methods into the insurance workflow solution, which altogether provided customers with much more freedom in choosing their plan;
  • Fively engineers enriched the platform functionality with a robust CRM-like reporting and analytics system with insurance workflow diagrams, as well as added essential 3rd party integrations. These features make the client’s insurance workflow software highly customizable and tailored to various business needs;
  • Our team enabled a high level of security of the insurance workflow management system, including payment and renewing contracts procedures, thanks to the following cybersecurity best practices, as well as obligatory authentication and different administrative roles in the system.

Senior System Architect at INZMO

Technology Stack

We pay special attention to choosing the right software tools and technologies for our projects. This insurance automation solution was created using the following state-of-the-art tech stack:

  • Vue.js
  • jQuery
  • PHP
  • MariaDB

Success Stories

We create handy FinTech automation tools that turn online finance management into a 5-minute process. Discover these cutting-edge solutions examples boosting digitalization in financial services.

5/5

Inzmo's willingness to refer

#1

rated fintech company by StartUp Europe Awards

About Uniqkey

Uniqkey is a cybersecurity company headquartered in Denmark. The company is engaged in providing identity and access management automation services based on cloud technologies.

Today, Uniqkey's IAM solutions are very popular with small and medium-sized businesses, both at home and abroad.

Country

Denmark

industry

Cybersecurity

timeline

27 months

team

1-5 developers

Tech stack

React
Angular

6

layers of encryption

4x

faster log in process

3,000+

users in Chrome Web Store only

Need Help With a Project?

Drop us a line, let’s arrange a discussion

What Is IAM Automation?

Identity and access management (or IAM) system is a secure password management software that is used by many companies to create strong passwords, safely store and manage them without a hitch.

As a rule, such IAM automation tools are used to streamline business processes associated with routine access controls procedures and time-consuming distribution of access privileges in order to completely eliminate any possibility of some human error.

IAM software is the pillar of cybersecurity for many modern-day companies that use cloud-based applications. In cases when an employee deals with a dozen of web services on a daily basis, the temptation is extremely strong to utilize simple passwords that are easy to remember or even reuse some oldy-moldy password that is used for a bunch of other accounts.

Storing passwords in an inappropriate place, such as a document on a computer's desktop, can pose a dire threat to private data as well. Thus, even the strongest password could be stolen, and all best endeavors would go down the drain.

Of course, such negligence may create a maze of vulnerabilities that hackers will certainly exploit to gain access to internal data. Fortunately, there are some IAM software solutions that could save the day.

The Challenges of IAM Automation Tools Development

We started working with Uniqkey to build an unparalleled and feature-rich B2B password manager that could become a real breakthrough in the cybersecurity industry.

The main reason Uniqkey's managers made up their minds to team up with Fively was that they couldn't find developers who could surpass our level of expertise and professional attributes. Having considered these criteria to be vital when it comes to developing cybersecurity products, the owners of Uniqkey decided that our reliable team of software engineers would be the best choice available.

The major challenge was to develop a really smart identity and access management tool that can securely store credentials and use them for login to any web platform and service. We sought to build a robotic process automation identity access management software that would be better than just an ordinary IAM system and provide the end-user with a comprehensive set of handy tools for secure storage and convenient use of passwords.

Since it is a B2B product, our task was to think over how to make this particular software solution friendly for corporate use and eminently suitable for any business, regardless of the industry and other factors.

Did we manage to do it? - We did it like a charm

How Fively Helped Uniqkey Create an Innovative IAM Solution

Automation in identity and access management is a crucial component that can accelerate the digital transformation process and help businesses manage access to their accounts even more effectively and timely.

What is more important, Uniqkey does not have to worry about data leaks and other threats to their cybersecurity if they have a reliable and user-friendly IAM solution that allows employees to have easy access to all the cloud services and web platforms they need to deal with.

Just such a product we have created, working meticulously hand in hand with Uniqkey. To put it in a nutshell, months of our collaborative efforts have resulted in the cutting-edge robotic process automation identity access management software, which is available for use on a wide range of devices, including smartphones and desktop computers.

Another big draw of this all-in-one product is that it supports multi factor authentication, which greatly reduces the chances of passwords getting into the hands of the wrong people. We've also implemented a password analysis feature that comes in handy in cases when user passwords turn out to be too weak or pretty reused.

Taking all these factors into consideration, it's no surprise that the project broke into the big time fairly soon. Today, Uniqkey is recognized by a number of top-tier companies all around the globe. The startup has won some prestigious awards in the field of innovation at home as well.

Do not forget that for the entire time of its operation, this password management software has made a significant contribution to the identity automation industry and saved thousands of user accounts from cyber intruders.

The Result

Summing up the results of our cooperation, our engineers have done a brilliant job and developed a truly advanced password management software, which right now stands sentinel over dozens and dozens of businesses, securely protecting their accounts on the Internet from swarming cyber threats.

Working hand in hand with Uniqkey, we have created an identity management system that is not unreasonably priced and can suit the budgets of small companies and even sole entrepreneurs. At the same time, businesses need this very product badly, as they're beginning to take their cybersecurity more seriously. In view of this, reliable software for identity and access management automation, namely the solution developed by our engineers, is gradually becoming the core element upon which the security of entire companies in and out of Denmark is hinged.

The passwordless authentication solution that was developed in collaboration with Uniqkey is a powerful tool for companies of any size, which will save some precious time for your employees without compromising the security of your business.

Kasper Fogh

Chief Technology Officer, Uniqkey

Technology Stack for IAM Development

For Uniqkey, our IAM automation developers have built a whole set of solutions that includes mobile applications for iOS and Android, extensions for popular browsers, and a web app. The following technologies were used:

  • Angular
  • React

Success Stories

We create not only identity and access management automation tools, but also many other complex SaaS solutions for different industries. Check out other successful products developed by Fively!

5/5

Willingness to refer

3000+

acquired business clients

Case Study

Identity-Access Management Automation: Uniqkey

We have created an identity and access management automation system that is recommended for use even by the association of Danish Auditors.

About Uniqkey

Uniqkey is a cybersecurity company headquartered in Denmark. The company is engaged in providing identity and access management automation services based on cloud technologies.

Today, Uniqkey's IAM solutions are very popular with small and medium-sized businesses, both at home and abroad.

Country

Denmark

industry

Cybersecurity

timeline

27 months

team

1-5 developers

Tech stack

React
Angular

6

layers of encryption

4x

faster log in process

3,000+

users in Chrome Web Store only

Need Help With a Project?

Drop us a line, let’s arrange a discussion

What Is IAM Automation?

Identity and access management (or IAM) system is a secure password management software that is used by many companies to create strong passwords, safely store and manage them without a hitch.

As a rule, such IAM automation tools are used to streamline business processes associated with routine access controls procedures and time-consuming distribution of access privileges in order to completely eliminate any possibility of some human error.

IAM software is the pillar of cybersecurity for many modern-day companies that use cloud-based applications. In cases when an employee deals with a dozen of web services on a daily basis, the temptation is extremely strong to utilize simple passwords that are easy to remember or even reuse some oldy-moldy password that is used for a bunch of other accounts.

Storing passwords in an inappropriate place, such as a document on a computer's desktop, can pose a dire threat to private data as well. Thus, even the strongest password could be stolen, and all best endeavors would go down the drain.

Of course, such negligence may create a maze of vulnerabilities that hackers will certainly exploit to gain access to internal data. Fortunately, there are some IAM software solutions that could save the day.

The Challenges of IAM Automation Tools Development

We started working with Uniqkey to build an unparalleled and feature-rich B2B password manager that could become a real breakthrough in the cybersecurity industry.

The main reason Uniqkey's managers made up their minds to team up with Fively was that they couldn't find developers who could surpass our level of expertise and professional attributes. Having considered these criteria to be vital when it comes to developing cybersecurity products, the owners of Uniqkey decided that our reliable team of software engineers would be the best choice available.

The major challenge was to develop a really smart identity and access management tool that can securely store credentials and use them for login to any web platform and service. We sought to build a robotic process automation identity access management software that would be better than just an ordinary IAM system and provide the end-user with a comprehensive set of handy tools for secure storage and convenient use of passwords.

Since it is a B2B product, our task was to think over how to make this particular software solution friendly for corporate use and eminently suitable for any business, regardless of the industry and other factors.

Did we manage to do it? - We did it like a charm

How Fively Helped Uniqkey Create an Innovative IAM Solution

Automation in identity and access management is a crucial component that can accelerate the digital transformation process and help businesses manage access to their accounts even more effectively and timely.

What is more important, Uniqkey does not have to worry about data leaks and other threats to their cybersecurity if they have a reliable and user-friendly IAM solution that allows employees to have easy access to all the cloud services and web platforms they need to deal with.

Just such a product we have created, working meticulously hand in hand with Uniqkey. To put it in a nutshell, months of our collaborative efforts have resulted in the cutting-edge robotic process automation identity access management software, which is available for use on a wide range of devices, including smartphones and desktop computers.

Another big draw of this all-in-one product is that it supports multi factor authentication, which greatly reduces the chances of passwords getting into the hands of the wrong people. We've also implemented a password analysis feature that comes in handy in cases when user passwords turn out to be too weak or pretty reused.

Taking all these factors into consideration, it's no surprise that the project broke into the big time fairly soon. Today, Uniqkey is recognized by a number of top-tier companies all around the globe. The startup has won some prestigious awards in the field of innovation at home as well.

Do not forget that for the entire time of its operation, this password management software has made a significant contribution to the identity automation industry and saved thousands of user accounts from cyber intruders.

The Result

Summing up the results of our cooperation, our engineers have done a brilliant job and developed a truly advanced password management software, which right now stands sentinel over dozens and dozens of businesses, securely protecting their accounts on the Internet from swarming cyber threats.

Working hand in hand with Uniqkey, we have created an identity management system that is not unreasonably priced and can suit the budgets of small companies and even sole entrepreneurs. At the same time, businesses need this very product badly, as they're beginning to take their cybersecurity more seriously. In view of this, reliable software for identity and access management automation, namely the solution developed by our engineers, is gradually becoming the core element upon which the security of entire companies in and out of Denmark is hinged.

The passwordless authentication solution that was developed in collaboration with Uniqkey is a powerful tool for companies of any size, which will save some precious time for your employees without compromising the security of your business.

Kasper Fogh

Chief Technology Officer, Uniqkey

Technology Stack for IAM Development

For Uniqkey, our IAM automation developers have built a whole set of solutions that includes mobile applications for iOS and Android, extensions for popular browsers, and a web app. The following technologies were used:

  • Angular
  • React

Success Stories

We create not only identity and access management automation tools, but also many other complex SaaS solutions for different industries. Check out other successful products developed by Fively!

5/5

Willingness to refer

3000+

acquired business clients

About Zentist

Zentist is a US-based startup that is focused on insurance claims processing automation powered by high-tech machine learning technologies. They also provide customers with task management tools and tailored data-driven recommendations.

The robotic process automation services of Zentist are widely used by both dental clinics and B2B insurance companies.

Country

the USA

industry

InsurTech

timeline

26 months

team

5-10 developers

Tech stack

Python
React
Node.js

80%

of the claims are validated robotically

1.5MM+

claims were processed in 12 months

6 days

is the turnaround time for Zentist

Need Help With a Project?

Drop us a line, let’s arrange a discussion

The Challenges of Insurance Claims Processing Automation

Managers from Zentist checked in with us to create a top-notch insurance claims automation solution for B2B insurance agencies and dental clinics. They chose to go with Fively not only because in San Francisco it was extremely complicated to hire great programmers as quickly as the product roadmap required, but also because they were utterly impressed by our extensive expertise and totally satisfied with our relevant experience.

The main goal of our collaboration was to create a smart tool that will make straight-through processing in insurance a reality. Having completely eliminated any human interaction from the B2B claims handling process, we expected to modernize the customer service, ensure the protection of customer data, and meet even the highest customer demands.

Once we got to work, claims automation in insurance would never be the same again.

How Fively Helped Zentist Enrich Customer Experiences

Insurance companies can quite easily optimize their workflow with a solution devoted to insurance claims process automation. The ability to maximize time on routine tasks and at the same time track the results of automated processing opens up great opportunities for improving the quality of service and, as a result, improving customer engagement and customer satisfaction rates.

It was the very idea that the founders of Zentist came up with. As we see now, they’ve backed the right horse. They also made the right decision, having turned to Fively in order to get a solid technical foundation for their advantageous project.

Finding its niche at the intersection of fintech and healthcare technology, the insurance claims automation startup has achieved recognition and become a highly sought-after product.

According to our customers and owners of Zentist, the project can be considered wildly successful. The software for automation in insurance claims handling, developed with the direct involvement of our engineering team, turns out to be very profitable and delights their customers, who in turn trumpet an exceptionally positive user experience.

The Results

Looking back to reflect on the results of several months of work, we can say that we have come up with a non-fungible and really noteworthy tool for the automation of insurance claims in the dental industry.

We've designed and engineered the only dental billing insurance platform that makes the best use of sophisticated machine learning algorithms and AI-driven workflow automation to streamline the insurance revenue cycle management process.

Understanding every little nuance of the future product and paying due attention even to the minor details, we worked not just as an addition, but as part of an in-house development team. However, functioning as a remote software development team, our experts successfully implemented both internal and external tools and backend for those.

Ato Kasymov

Co-Founder and CEO, Zentist

Technology Stack For Fintech Automation

Choosing the best tech stack for development is already half the success. For this particular insurance claims automation solution, it was decided to use the following technologies:

  • Typescript
  • Apollo GraphQL
  • React
  • Storybook
  • Jest
  • Webpack
  • Cypress
  • Docker

Success Stories

Fively has developed dozens of successful business FinTech products. Make sure to give a closer look at these noteworthy financial technology projects in which our engineers have taken part.

5/5

Zentist's willingness to refer

35%

operational costs reduction for dental practices

Case Study

B2B Insurance Claims Automation: Zentist

We have developed an insurance claims automation solution, which robotically validates 80% of all insurance claims with no human involvement.

About Zentist

Zentist is a US-based startup that is focused on insurance claims processing automation powered by high-tech machine learning technologies. They also provide customers with task management tools and tailored data-driven recommendations.

The robotic process automation services of Zentist are widely used by both dental clinics and B2B insurance companies.

Country

the USA

industry

InsurTech

timeline

26 months

team

5-10 developers

Tech stack

Python
React
Node.js

80%

of the claims are validated robotically

1.5MM+

claims were processed in 12 months

6 days

is the turnaround time for Zentist

Need Help With a Project?

Drop us a line, let’s arrange a discussion

The Challenges of Insurance Claims Processing Automation

Managers from Zentist checked in with us to create a top-notch insurance claims automation solution for B2B insurance agencies and dental clinics. They chose to go with Fively not only because in San Francisco it was extremely complicated to hire great programmers as quickly as the product roadmap required, but also because they were utterly impressed by our extensive expertise and totally satisfied with our relevant experience.

The main goal of our collaboration was to create a smart tool that will make straight-through processing in insurance a reality. Having completely eliminated any human interaction from the B2B claims handling process, we expected to modernize the customer service, ensure the protection of customer data, and meet even the highest customer demands.

Once we got to work, claims automation in insurance would never be the same again.

How Fively Helped Zentist Enrich Customer Experiences

Insurance companies can quite easily optimize their workflow with a solution devoted to insurance claims process automation. The ability to maximize time on routine tasks and at the same time track the results of automated processing opens up great opportunities for improving the quality of service and, as a result, improving customer engagement and customer satisfaction rates.

It was the very idea that the founders of Zentist came up with. As we see now, they’ve backed the right horse. They also made the right decision, having turned to Fively in order to get a solid technical foundation for their advantageous project.

Finding its niche at the intersection of fintech and healthcare technology, the insurance claims automation startup has achieved recognition and become a highly sought-after product.

According to our customers and owners of Zentist, the project can be considered wildly successful. The software for automation in insurance claims handling, developed with the direct involvement of our engineering team, turns out to be very profitable and delights their customers, who in turn trumpet an exceptionally positive user experience.

The Results

Looking back to reflect on the results of several months of work, we can say that we have come up with a non-fungible and really noteworthy tool for the automation of insurance claims in the dental industry.

We've designed and engineered the only dental billing insurance platform that makes the best use of sophisticated machine learning algorithms and AI-driven workflow automation to streamline the insurance revenue cycle management process.

Understanding every little nuance of the future product and paying due attention even to the minor details, we worked not just as an addition, but as part of an in-house development team. However, functioning as a remote software development team, our experts successfully implemented both internal and external tools and backend for those.

Ato Kasymov

Co-Founder and CEO, Zentist

Technology Stack For Fintech Automation

Choosing the best tech stack for development is already half the success. For this particular insurance claims automation solution, it was decided to use the following technologies:

  • Typescript
  • Apollo GraphQL
  • React
  • Storybook
  • Jest
  • Webpack
  • Cypress
  • Docker

Success Stories

Fively has developed dozens of successful business FinTech products. Make sure to give a closer look at these noteworthy financial technology projects in which our engineers have taken part.

5/5

Zentist's willingness to refer

35%

operational costs reduction for dental practices

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Frequently Asked Questions

What is the purpose of workflow?

Well-arranged workflow binds together the core business departments and their numerous components, removes excessive tasks and cuts on their associated cost, streamlining and automating the whole working process.

What are the 3 basic components of workflow?

Workflow typically consists of the three basic components:

  • input - the given data or condition, which acts as a trigger
  • transformation - the work or a set of operations done with the trigger
  • output - the result or status gained after the work on the trigger is done.

What 4 things do an effective workflow include?

As we mentioned earlier on this page, an effective workflow provides you with:

  • smart assets management with access control
  • swift and transparent data aggregation
  • real-time data modifications in the cloud
  • better resources allocation

Being combined in one workflow automation tool, these features lead to boosted effectiveness of the company’s operations.

What is a workflow example?

There are hundreds of workflow examples in each business niche, so here we will give one of the most frequent ones - an example of an eCommerce workflow: A customer makes an order on the company’s website, this data is processed automatically, and then checked by the procurement department. After that, the order is compiled by the company’s workers and sent to the customer by a shipping center. When the order arrives, the customer is notified automatically, and after the customer's confirmation, the order receives the status “success”.

What is workflow automation?

It is a process of workflow optimization by launching a series of automatic program tasks to bring it the most effective and productive form.

How do you automate a workflow?

Automation of business workflow is a pervasive task consisting not only of developing a software solution but also of scrupulous business analysis before it and the company’s personnel training afterward. It can be divided into the following stages:

  1. Company’s workflow analysis and revealing of repetitive and ineffective tasks
  2. Definition of the wanted business goals and KPIs
  3. Choosing the appropriate workflow automation tool and building the solution
  4. Training of the automation solution users
  5. Measuring of the KPIs gained
  6. Improving the workflow automation app according to the users’ comments and reviews

What are the types of automation?

There can be 4 types of workflow automation systems:

  1. fixed automation: it strictly carries out a certain set of tasks and is typically used for discrete mass production, f.e. an automated conveyer belt.
  2. programmable automation: it follows commands delivered by a computer program, so the results can vary with the changing instructions. This type is commonly used in mass production that utilizes numerous identical steps like at paper plants.
  3. flexible automation: is utilized in computer-controlled flexible manufacturing systems, allowing a more flexible production in domains with high product varieties like textile manufacturing.
  4. integrated automation: is entirely handled by computers and control robots with minimal human involvement, where computers can design the necessary parts, fabricate them, and test.

What is the simplest form of automation?

Robotic Process Automation (RPA) is believed to be the simplest workflow automation app, as it requires precise instructions, while data quantities and quality are less important, and often used in workflow automation for small businesses.

What are some examples of automation?

There are lots of examples of workflow automation solutions in our daily life, for example:

  • Automated subway train
  • Appliance-Controlling adapters
  • Electric kettle on/off apps
  • Chatbots/voice bots in banking, eCommerce, insurance, and other domains

What is workflow as a service?

Workflow-as-a-service (WaaS) is a workflow automation platform that serves the users who need to deploy their workflow applications on some third-party cloud-based services.

What is the difference between workflow automation and RPA?

Despite RPA is believed to be the simplest business workflow automation software, there is one significant difference between them. In traditional workflow automation, a given machine can strictly perform any task or step of some operational process, focusing on automating the flow of work activities, while in RPA, a machine sticks to the front-end of the system, carrying out tasks without having to interact with the back-end for anything, and focuses on automating the current individual work activities.

What is workflow automation in CRM?

Enterprise workflow automation solutions allow you to fasten all CRM-related tasks that are currently handled manually, as well as reveal and optimize ineffective and duplicate tasks, saving the company’s resources and time. The examples are numerous: contacting relevant parties, sending welcome and onboarding emails, managing requests to a support center about the arising issues, organizing a business conference, etc.

What is personal automation?

Personal automation is a type of enterprise workflow automation in which you adopt a custom robot for every person working in the company, so it helps them to get work done by carrying out repetitive or monotonous tasks and save time on the most important ones in their daily work.

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