Research¶

This section contains technical research and external information gathered to inform solution design.

Purpose¶

Document findings about technologies, tools, regulatory requirements, and market solutions that could address identified issues.

Topics to Explore¶

Technical¶

Acturis API capabilities - Integration options, webhooks, data access
AI/ML tools evaluation - Document processing, NLP, email analysis
Insurance tech platforms - Comparative analysis of solutions

Regulatory¶

Insurance compliance - FCA requirements, data handling, audit trails
Data protection - GDPR considerations for automation
Record keeping - Legal requirements for documentation

Market Solutions¶

Vendor options - Specific products and services
Case studies - How similar brokers have solved these problems
Build vs buy - Cost-benefit analysis

Research Documents¶

3CX Telephony & AI Capabilities ¶

Analysis of EF's existing 3CX phone system capabilities including: - AI-powered call transcription (Google, 3CX, OpenAI providers) - Sentiment analysis and quality monitoring - WhatsApp and SMS integration - Potential integration with Acturis for automated risk capture

Key Finding: 3CX offers sophisticated transcription features that could address the 95% of risk capture happening via phone calls, but API access and Teams vs. 3CX call routing need clarification.

Acturis Automated Payment Reminder Capabilities ¶

Status: Research In Progress Priority: Quick Win Potential

Investigation into whether Acturis can send automated payment reminder emails to clients with outstanding invoices at configurable intervals.

Background: - Current: Manual debt chasing process, 5-10 min every Monday meeting - TH identified debt chasing as "great area for improvement" - Rakesh (Finance Director) uncertain if feature exists: "I don't know if Acturis does automated emails"

Research Plan: 1. Check Acturis documentation for payment reminder features 2. Contact Acturis support with specific question 3. Explore Acturis File Audit Intelligence tool capabilities 4. Assess API integration possibilities if not built-in 5. Cost-benefit analysis

Expected Benefits (if implemented): - Time savings: 10-19 hours/year direct - Cash flow: Faster payment collection - Client experience: Professional, consistent reminders - Strategic: Demonstrates quick ROI from consulting engagement

Decision Criteria: If cost < £2,000 and time < 8 weeks → Quick Win recommendation

Next Steps: Research completion in 1-2 weeks

Current Status¶

Initial research phase underway. Additional research will be conducted in parallel with interviews and analysis phases.