Streamlining Compliance: How TEGO Insurance Saves Time and Reduces Risks with Journee.

TEGO Insurance faced challenges managing local compliance actions, with manual processes consuming time and increasing the risk of missed deadlines. Journee Consulting implemented a tailored Monday.com system to centralise compliance tracking, automate reminders, and provide custom reporting.

The results? TEGO saved countless hours of admin work, improved efficiency, and gained peace of mind knowing every compliance step is managed seamlessly. With Journee’s expertise, TEGO can now focus on delivering exceptional service while meeting regulatory obligations with confidence.

Journee’s expertise with monday.com has been invaluable for our compliance needs. They helped us build a tailored system to ensure all local compliance actions are tracked and completed on time. The custom reporting and automated due date reminders have streamlined our processes, saving us countless hours of admin work. We now have peace of mind knowing that every step is managed efficiently and nothing falls through the cracks. Highly recommended!

- Eric Lowenstein, Director TEGO

About TEGO Insurance

TEGO Insurance is a specialised provider offering tailored insurance solutions for medical professionals. Known for its commitment to excellence and compliance, TEGO ensures its services meet the highest standards in a complex regulatory environment.

Challenges

TEGO Insurance faced significant hurdles in managing its compliance processes:

  • Tracking Local Compliance Actions: The lack of a centralised system made it challenging to monitor and complete compliance tasks efficiently.

  • Time-Consuming Admin Work: Manual tracking and follow-ups consumed significant resources, diverting attention from strategic priorities.

  • Risk of Oversights: Without an automated system, there was a risk of missing critical deadlines, potentially impacting regulatory obligations.

Goals

TEGO sought to:

Develop a centralised system for tracking and managing compliance actions.

Implement automated reminders to ensure all tasks were completed on time.

Reduce manual admin work and streamline compliance workflows.

Gain peace of mind by ensuring every compliance requirement was efficiently managed.

Solution

Journee partnered with TEGO Insurance to implement a tailored monday.com system that addressed their specific compliance needs. The solution included:

  • A customised compliance tracking framework to monitor all local regulatory actions.

  • Automated due date reminders to ensure deadlines were never missed.

  • Custom reporting to provide clear visibility into compliance statuses at a glance.

  • Streamlined workflows to eliminate inefficiencies and save time.

Process

  • Assessment: Journee conducted an in-depth analysis of TEGO’s compliance requirements and workflows.

  • Custom Configuration: monday.com was tailored to include compliance boards, automated reminders, and detailed reporting tools.

  • Implementation: TEGO’s compliance data was centralised into the platform, and key stakeholders were onboarded.

  • Testing & Refinement: The system was tested, with adjustments made to ensure it met all compliance needs effectively.

  • Training: TEGO’s team received comprehensive training to use the platform confidently and efficiently.

Results and Impact

  • Enhanced Compliance Management: All local compliance actions were centralised and tracked in one system, reducing the risk of oversight.

  • Time Savings: Automated reminders and streamlined workflows saved countless hours of manual admin work.

  • Improved Efficiency: Custom reporting provided real-time visibility into compliance statuses, enabling better decision-making.

  • Peace of Mind: TEGO gained confidence that every compliance step was managed efficiently, ensuring regulatory obligations were consistently met.

Conclusion

TEGO Insurance transformed its compliance management processes with the help of Journee and monday.com. By streamlining workflows, automating reminders, and providing real-time reporting, TEGO saved time, reduced risks, and gained peace of mind.

With Journee’s tailored solutions, TEGO is now equipped to manage compliance efficiently and focus on delivering exceptional service to its clients.

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