CJTM - Customer Journey & Task Manager
The Central Nervous System for Your Operations
Stop managing your business with spreadsheets, emails, and sticky notes. The CJTM is the intelligent backbone of the Beaksurance Suite, allowing you to visually design, automate, and monitor every end-to-end process for perfect orchestration and unparalleled efficiency.
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
Empower your business analysts, not just developers. Our intuitive, low-code/no-code modeler allows you to drag-and-drop steps, set rules, and deploy complex, long-running workflows for any process in minutes.
- Drag-and-drop workflow designer
- Business analyst friendly
- Deploy in minutes, not months
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
Never Miss a Deadline Again
Define Service Level Agreements for every task and process. The CJTM automatically monitors progress and triggers intelligent alerts, reminders, or escalations to management if deadlines are at risk, ensuring compliance and customer satisfaction.
- Automatic SLA monitoring
- Intelligent escalations
- Compliance guarantees
The Natively Integrated Backbone of the Beaksurance Suite
Experience true interoperability. The CJTM doesn't just connect with other systems—it orchestrates them as one unified platform, creating seamless data flow and perfect synchronization across your entire technology stack.
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
The CJTM orchestrates the final, critical updates to your Core System, ensuring your system of record is always perfectly synchronized.
One Platform, Infinite Possibilities
The CJTM doesn't just manage workflows—it orchestrates your entire business ecosystem. Every component works together seamlessly, creating an operational advantage that's impossible to replicate with disconnected point solutions.
Real-Time Sync
Zero Integration Gaps
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.