Rapidly Build Customised Business Processes
Capture, store and encrypt sensitive identity data and remove processing and admin bottlenecks with TaskBridge.
Create customised business processes that enable you to spend more time giving your customers a great experience.
Unified System for Claim Processing.
TaskBridge offers a claims processing solution that optimizes the workflow to ensure faster, more accurate, and efficient claim handling and task management. Key features include mobile access for flexibility, custom reporting for monitoring claims, automated workflows to reduce manual errors, and digital document management for better accessibility.
Manage External Service Providers
Manage external companies, ensuring they know they have a task that needs to be completed. Enables external companies to provide updates so the customer can always be kept informed.
Auto-Purchase of Vouchers or Manual Upload
Issue vouchers and either auto purchase more, or upload your own.
Secure Bank Details Collection
Collect a customers bank details in compliance with important data protection regulations like PCI-DSS & GDPR.
.png)
Capture Every Claim
Start the compensation process, right from your own website, with brandable and smart dynamic forms.
TaskBridge Features
Collect Customer Information
Structured data collection with the ability to setup multiple data collection forms.
Validation of Customer Data
Validate the email address and phone number of a customer to ensure all data being entered into the system is correct.
Extract Collected Data
Extract the collected data and assign the case as a task.
Assign Tasks to Staff or Sub Contractors
Tasks can be assigned to staff and to sub contractors based off of a customers answers in the form.
Task Owner Adds More Business Information to the Case
The task owner adds relevant business information to the case.
Allow Task Owner to be Changed
Allow the task owner to be changed from the original owner and other team members for questions and answers to be raised before the case is qualified.
Further Qualify a Case
If more qualification is necessary, Taskbridge can contact the customer asking for more information so that the case can be further qualified.
Financial Calculations for Outpayments
Taskbridge can calculate financial outcomes based on the information assigned to a case.
Secure & PCI-DSS Compliant Payment Information Capture for Outpayments
Taskbridge can capture and store customer payment information in a PCI-DSS and GDPR compliant manner.
Import and manage vouchers that can be automatically assigned to a case
Import and manage vouchers directly in your Taskbridge dashboard and assign them to a case automatically or manually.
Customised Email Notifications for customers, staff and subcontractors
Customised and branded email notifications to keep customers, staff and sub contractors in the loop at all times.
Advanced KPI reporting
Taskbridge records datestamps and timestamps for every interaction on the platform.
Custom KPI reporting
Report on custom KPI information and have clear visibility of how well you are handling cases and see where any bottlenecks might be occurring.
Cross Contract Portability
Port the workflow and data to a new external provider should the contract change.
White Label
White label the solution to match your branding.
Make your process seamless
Automated Repetitive Tasks
Are manual errors causing difficulties with your compensation process. Using our Automation Workflows you can reduce manual tasks and focus on delighting your customer with great customer service.
Intelligent Task Routing
Ensure tasks are sent to the correct person. TaskBridge also ensures that external companies can receive and action their tasks promptly.
Visibility & Notifications
Easily search for an existing task and see it's current status. This enables you to keep customers up to date if they are asking for an update.
Easy Capture Process
Either use our secure capture form or capture a customers bank details over the phone. In full compliance with PCI-DSS & GDPR



info@taskbridge.ai
123-456-7890
37th Floor, 1 Canada Square, Canary Wharf, London, E144BB
© 2024 by TaskBridge.ai