Insurance Workflow Automation: Policy and Billing Jobs on One Schedule
Run policy, billing, and reporting jobs across every system from one console, with alerts when anything runs late.
Insurance workflow automation runs the batch jobs behind policies, billing, and reporting in the right order, across every system involved. JAMS Scheduler schedules and monitors those jobs from one console, with dependencies that hold each step until the data it needs is ready.
The problem
When policy and billing runs depend on each other
Policy updates, billing runs, month-end close, and carrier file exchange usually run on separate schedules on separate servers. When one finishes late, the next starts on incomplete data, and someone finds out when a report doesn't tie.
What teams automate
Insurance jobs teams run on JAMS Scheduler
Policy and billing batch
Run policy and billing jobs in order, each waiting on the data it needs.
Month-end close
Schedule close and reporting jobs against fiscal periods, not the calendar.
Carrier file exchange
Send and receive carrier and partner files over SFTP, FTPS, or S3.
Runaway and stalled alerts
Get notified when a job runs too long, finishes too fast, or stalls.
Audit Trail
Every change to jobs, credentials, and Agents is recorded, with revert and restore.
Azure Key Vault secrets
Keep credentials in Azure Key Vault. JAMS Scheduler reads them and never writes.
Failover
A secondary Scheduler takes over after 3 missed heartbeats, so the schedule keeps running.
FAQ
Frequently asked questions
Can month-end jobs follow our fiscal calendar?
Yes. Date Types define the kinds of days your organization uses, so a schedule like “first workday of the fiscal period” lands on the right date even when fiscal periods don’t match the calendar year.
Can JAMS Scheduler exchange files with carriers and partners?
Yes. JAMS Scheduler runs FTP, FTPS, SFTP, SCP, and Amazon S3 transfers as scheduled or file-triggered jobs, and keeps a history for every transfer.
What happens when a billing job runs long?
A Runaway event fires when a job exceeds its expected run time. It can notify the team or start another job, and JAMS Scheduler also flags jobs that finish too quickly or stall.
Who is JAMS Scheduler a good fit for?
Carriers and agencies running policy, billing, and reporting batch across several systems. Teams that need month-end jobs to follow fiscal periods. IT groups replacing scripts and native schedulers.
How much does JAMS Scheduler cost?
The Core plan starts at $833 per month, billed annually, with unlimited executions and no per-job fees. The pricing page shows what each plan includes.
