Case Manager is a module within the Lightico platform that empowers businesses to collect and manage customer information in a standardized, organized, and efficient way.
Managing information
Employees are presented with an interface customized to the specific process they are performing. They are guided through a series of intuitive screens that prompt them to gather information from customers and record it in a structured format. This ensures that all information is easily referenced and readily available for supervisor review.
In addition to internal data collection, agents can initiate a customer-facing session directly from the Case Manager interface. This allows customers to complete tasks such as signing documents, submitting forms, or uploading files in real time. The session’s progress is visible to the employee, and completed documents are automatically linked to the case.
Supervisor review process
Once a case is completed by an employee, it is locked and made available to a supervisor for review. Supervisors can edit case details, update the case status, and flag any additional information that requires verification or completion. This oversight helps maintain accuracy and compliance.
Case storage and tracking
Cases are securely stored in the Case Manager system, where they can be searched, viewed, and tracked. This allows you to monitor the progress of each case, whether it is still in progress, under review, or awaiting approval.
No-Code Customization
New case types can be easily created using a no-code interface. This empowers businesses to dynamically adjust workflows, ensuring that processes align with changing business needs and that standardized practices are consistently followed across the organization.
Common Use Cases
Case Manager supports a wide range of business processes, including:
Loan pre-approval
Patient intake
Insurance claims processing
Account opening
Contract approvals
Employee onboarding
Customer service requests
Compliance audits
Q & A
What is Case Manager used for?
Case Manager is used to collect, organize, and manage customer information through a structured series of tasks and supervisor reviews. It helps standardize processes and ensure compliance.
Can customers interact with Case Manager directly?
Yes. Employees can initiate a Lightico session from within a case, allowing customers to complete tasks such as signing documents, submitting forms, or uploading files. The session’s progress and completed assets are visible in the case.
Who uses Case Manager?
Agents use Case Manager to collect and submit customer data. Supervisors use it to review, edit, and approve completed cases.
Can I customize Case Manager for different business processes?
Yes. Case types are fully customizable using a no-code interface, so you can align them with your organization’s specific processes and compliance requirements.
What happens after a case is completed by an agent?
Once an agent completes a case, it is locked and submitted for supervisor review. The supervisor can update the case, flag issues, and approve it for finalization.