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Comprehensive Data Protection and Productivity Optimization for the Insurance Industry

Speed up claims processing, improve customer service,
reduce costs, and ensure regulatory compliance with a single feature-packed tool.

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Scheduled Reports

Configure and schedule security and productivity reports for supervisors to always keep their finger on the pulse.

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Healthy Work Habits

Assess workloads, encourage regular breaks, adopt flexible work schedules, and prevent burnout with Controlio’s insights into work patterns.

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A Choice of Packages

Controlio comes in cloud-based, on-premise, and private cloud versions to satisfy the needs of diverse insurance companies.

How Controlio Makes Insurance
Businesses More Secure, Cost-Effective,
and Profitable

Measure and optimize productivity across people, workflows,
and technology. Implement robust risk management and enforce security and compliance
policies with actionable intelligence.

Collect, store, and process all kinds of sensitive data in full compliance with industry-specific, state, and federal regulations

  • svgProtect healthcare data in line with HIPAA requirements by recording and examining access and other activities in information systems that contain PHI.
  • svgPrevent customers’ financial information leaks by tracking your employees’ activity as dictated by the GLBA.
  • svgEnsure the integrity and security of your company’s financial records in accordance with the SOX by documenting communications and financial operations.
  • svgImplement safe credit card processing and card details storage under the PCI DSS by tracking access to cardholder data and enhancing protection against malware.
  • svgTake on board an ongoing reporting and documentation system for cybersecurity events following the NYDFS Cybersecurity Regulation, the Connecticut Insurance Data Security Law, and other local implementations of the NAIC model law.
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Take advantage of user and entity behavior analytics to detect insider threats and plug hidden security gaps

  • svgScan reports on web/app usage to reveal security risks like data-grabbing websites or malware-infected platforms.
  • svgExplore operations with files, including printing jobs, to ensure that no sensitive data is destroyed, improperly altered, or distributed outside the company.
  • svgStudy reports on keystrokes, emails, and web searches (optional) to uncover rogue employees and improper behaviors.
  • svgEstablish behavior rules governing the use of websites, apps, and removable media devices for different users/departments and block risky actions.
  • svgSet alerts on suspicious behaviors to stop accidental or intentional security breaches ASAP.
  • svgGet reports on top violators to provide additional coaching or put them under closer surveillance.
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Establish visibility across users and workflows within your company’s networks

  • svgStop micromanaging your office workers and switch to exercising non-invasive control over their computer-based activities with real-time monitoring.
  • svgConnect your WFH employees, branch offices, and field agents to the Controlio system to improve remote workers’ accountability and performance.
  • svgCheck the attendance of all the users regardless of their locations and track tasks they are working on through the Online Sessions tab.
  • svgClock the employees in and out automatically with Controlio’s logs recording login/logoff times and the start/end of all sessions.
  • svgMaintain accurate work time logging by calculating not only total time spent on the computers but also the users’ active and idle times.
  • svgSpot absentees, idle workers, or those who got stuck in assignments and take proper corrective steps right off the bat.
  • svgWatch users accessing apps and web portals containing or using sensitive data and respond to suspicious actions immediately.
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Make an inventory of your tech stack to cut costs and remove performance obstacles

  • svgFigure out what apps and web services are the most frequently used by your team and whether they really contribute to the higher efficiency of your business.
  • svgDetect digital tools with poor, redundant, or overlapping functionality to get rid of licenses and subscriptions that don’t pay off.
  • svgLet Controlio categorize websites and apps based on their intended purposes and specify productivity levels for each of the tools.
  • svgAdjust the categories and productivity levels to the specifics of different departments and even to the job duties of individual users.
  • svgEvaluate working hours distribution across websites/apps and reveal distracting or improper activities, such as gambling platforms or online shopping.
  • svgBlock the whole categories of web platforms, prohibit access to non-work apps, or launch alerts on various violations of your web/app usage policy.
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Measure your office and remote workforce’s performance to find room for improvement

  • svgTrack the Productivity Score metric calculated by Controlio for individual agents, different departments, and the entire agency based on the time during which they were active in distracting or productive software.
  • svgGauge employee engagement with the automatically generated Activity Ratio, which compares the duration of users’ interactions with programs and websites against their total time spent in front of computers.
  • svgCompare these KPIs across users and teams to find the reasons behind performance drops and poor engagement or encourage following positive productivity patterns.
  • svgPinpoint performance slowdowns throughout different timeframes to understand their causes and implement appropriate measures.
  • svgMonitor productivity trends to test different managerial decisions and adjust them on the fly according to the results.
  • svgUse the Productivity leaderboard to acknowledge top performers and give additional training, mentorship, or another kind of help to those who underperform.
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Handle personal information with due care to build a transparent and trustful work environment

  • svgAdopt a privacy-respecting approach to activity monitoring by informing users of data collection and maintaining robust data security practices in compliance with the California Consumer Privacy Act, Colorado Privacy Act, and similar state regulations.
  • svgLimit data collected from users to unidentifiable personal information using purpose-built GDPR mode if it is necessary for working with EU-based clients and agents.
  • svgFinetune monitoring profiles to place at-risk employees under stricter surveillance while disabling recording features selectively for diligent workers
  • svgInvite your staffers to the Controlio dashboard to monitor their own productivity, thus promoting their personal growth and creating an atmosphere of trust.
  • svgAllow the users to turn the monitoring on and off right from the taskbar of their computers and prevent the accidental collection of their personal data during breaks and off hours.
  • svgRestrict access to data collected by Controlio using customizable role-based policies and regularly check the access log to timely reveal privilege misuse.

Resolve labor disputes and conduct security investigations with a strong body of evidence at hand

  • svgRespond to security incidents in a matter of minutes with immediate alerts and live streams of users’ computer screens (optional).
  • svgInvestigate data breaches and policy violations promptly and thoroughly using immutable activity logs, which record every action made on computers under monitoring.
  • svgGet reliable proof of work with snapshots taken every five minutes of users’ active time (optional) to make sure your remote and WFH workers perform the employment duties as intended.
  • svgProvide regulatory bodies, such as OCR or FTC, with solid audit trails to streamline compliance checks.
  • svgShield your agency from legal claims associated with workplace misconduct by documenting inappropriate behaviors like offensive messages or confidentiality breaches.
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What Are Controlio Features?

  • Productivity Stats
  • Working Hours Tracking
  • Contiuous Screen Recording
  • App & Web Tracking
  • User Behavior Rules & Alerts
  • Computer Usage Reports
  • Other Features
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Departments hierarchy

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Live sessions monitoring

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Remote client agent deployment

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Multi-login Dashboard with access control list

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Data Export to PDF, CSV

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Agent Stealth mode and Icon mode

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Audit Log (tracks activities inside the Dashboard)

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2-Step Authentication

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Cloud-based, on-premises, private AWS cloud deployment options

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GDPR data recording&view mode

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API for data integration

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Active Directory OUs and users synchronization

Reviews

What our customers are saying

“IT JUST WORKS. DASHBOARDS ARE COMPLETE AND PERFECT”

five stars

"We did a thorough analysis of all software packages; we have tested and tried each of them. We use the cloud version of Work Examiner (Controlio) and we immediately were convinced. It does *exactly* what we need in a seamless way."

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January 27, 2020

Shareholder, Construction, 11-50 employees
Used the software for less than 6 months

“OVERALL EXPERIENCE IS GREAT. NOTHING LESS THAN PERFECT.”

five stars

"Aside from the software being amazing, the customer service is the best part. They always respond within a timely manner, and answer any of the questions I have."

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November 16, 2022

IT Specialist, Construction, 51-200 employees
Used the software for less than 6 months

“A SOFTWARE WHICH HELP YOU IN MONITORING YOUR EMPLOYEES”

five stars

"Overall this is best as we don't have to do micro monitoring because at we can see when we want to see with the help of the reports. Very clear and easy dashboard so anyone can check and understand. It will also help you in future in task assignment , appraisal, R&R and promotion."

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June 21, 2021

Information Technology and Services, 51-200 employees
Used the software for 6-12 months

Ready to guide your team to better accountability, higher productivity, and a safer work environment? Explore the Controlio live demo or sign up for our free 14-day trial to learn how you can do it!