The Central Nervous System for Your Operations
The CJTM is the intelligent backbone of the Beaksurance Suite. Visually design, automate and monitor selected business journeys, with case files, task routing, service-level tracking and configured review controls.
Is This How Your Operations Run Today?
Most organizations struggle with disconnected workflows, manual handoffs, and zero visibility into their critical business processes.
Siloed Teams & Black Boxes
Your claims team doesn't know what underwriting promised. Your finance team is chasing data from both. Critical information is lost in email chains, leading to delays and errors.
Manual Handoffs & Human Error
Key processes rely on employees remembering to forward a spreadsheet or update a status. Tasks are dropped, SLAs are missed, and compliance is a constant struggle.
No Real-Time Visibility
As a manager, you have no real-time view of your team's workload or the status of a customer's journey. You only find out about problems after they've happened.
These operational challenges cost companies millions in efficiency, compliance, and customer satisfaction.
Introducing the Command Center for Your Business Processes
Transform chaos into orchestrated efficiency with the CJTM's dream-level features designed for the modern enterprise.
Visual Process Modeler
Design Workflows Visually, No Code Required
Use the visual modeler to define workflow steps and business rules. Validate routing, integrations and approval conditions before rolling out the selected process.
- Drag-and-drop workflow designer
- Business analyst friendly
- Roll out after validation
Dynamic Case Management
A Single Case File for Every Journey
Eliminate information silos forever. For every journey instance—a claim, a new policy, a customer onboarding—the CJTM creates a unique 'case file' that consolidates every task, document, communication, and audit log into a single, accessible source of truth.
- Unified case file per journey
- Complete audit trail
- Zero information silos
Intelligent Task Orchestration
The Right Task, to the Right Person, at the Right Time
Our engine automatically creates, prioritizes, and assigns tasks to the correct users, teams, or even AI Agents. It uses rules, workload balancing, and skill-based routing to ensure maximum efficiency and accountability.
- Intelligent task routing
- Workload balancing
- AI Agent integration
SLA & Escalation Management
Monitor Deadlines and Escalations
Set service levels for tasks and processes, monitor progress, and configure alerts, reminders or escalations when deadlines are at risk.
- Automatic SLA monitoring
- Intelligent escalations
- Configurable review controls
The Natively Integrated Backbone of the Beaksurance Suite
Coordinate configured journeys across Beaksurance components. Define the core interfaces, data exchanges and exception handling required for your implementation.
CJTM → CCM Integration
When a task requires customer notification, the CJTM instantly triggers Customer Communications Management to send personalized SMS or email.
CJTM → CM Integration
When a workflow requires document management, the CJTM tasks the Content Manager to archive securely, linking it forever to the correct case file.
CJTM → CDP Integration
Every task and milestone completed in the CJTM is logged as an event in the Customer Data Platform, enriching the 360-degree customer view.
CJTM → Core System Integration
Coordinate configured updates with your core system through agreed interfaces, with validation and exception handling for data exchanges.
One Platform, Infinite Possibilities
Coordinate tasks, documents, customer notifications and core-system updates through the connections selected for your workflow.
Real-Time Sync
Scoped Integration
Complete Visibility
Engineered for Insurance, Ready for All of Finance
The CJTM's proven orchestration capabilities extend far beyond insurance, supporting complex workflows across the entire financial services spectrum.
Automated Lease Origination
Orchestrate the entire lease lifecycle, from application and credit check to document generation, funding approval, and final booking.
High-Net-Worth Client Onboarding
Manage the complex, multi-stage onboarding process for high-value clients, ensuring KYC/AML compliance, and coordinating tasks across legal, finance, and advisory teams.
Complex B2B Payment Approvals
Design and enforce multi-level approval workflows for high-value B2B payments or factoring agreements, with a complete, auditable trail for every decision.
Universal Workflow Engine for Financial Services
From traditional banking to cutting-edge FinTech, the CJTM adapts to any financial workflow while maintaining the security, compliance, and reliability that regulated industries demand.
Explore Our Full Product Ecosystem
Discover how our integrated solutions work together to transform your operations.
All Products
Browse our complete catalog of solutions and platforms.
The Beaksurance® Suite
Our flagship intelligent insurance ecosystem.
The Core Engine (INSIS)
The foundation of modern insurance operations.
Advanced Data & AI Platforms
Enterprise extensions for analytics and governance.
Digital Experience Channels
White-label portals and mobile apps for customers and partners.
Ready to Transform Your Operations?
Join 50+ enterprises that trust Beakwise to modernize their insurance and financial services infrastructure.