Case Design Tracker

Creative Financial Group tracks every insurance case design from intake to payment, and that history lived in spreadsheets and inboxes. We built them a dedicated case management system: an analytics dashboard showing cases by status, engagement age, and 365-day payment collection, role-based views for admins and advisors, and full active/archived case workflows with search. The standout is intake — advisors upload the case paperwork, Azure Document Intelligence reads it, and an AI layer maps what it found into the structured case form, page and section citations included.

A five-tab workspace the firm runs cases from: real-time dashboard analytics, active and archived case lists, a guided multi-step Case Design Form with a live section summary showing exactly which fields the document extraction filled and what still needs attention, and a built-in bugs-and-features board so the team shapes the tool they use every day. Screenshots show demo data.