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InVision Enterprise from InVision

Digital product design platform, interactive insurance product prototypes, user testing for insurance portals, design system management for consistent insurance brand experiences, collaborative workflows for underwriting and claims processes, and secure environment for sensitive insurance information.

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Product analysis by function

Collaborative Design Platforms for Product Development

Tools that facilitate collaboration among product developers, actuaries, underwriters, and other stakeholders throughout the product development process.
More Collaborative Design Platforms More Product Development ...

User Collaboration & Communication
(14 Yes /14 Known /15 Possible features)

Document & Knowledge Management
(8 Yes /8 Known /15 Possible features)

Workflow & Process Management
(0 Yes /0 Known /15 Possible features)

Integration & Interoperability
(5 Yes /5 Known /15 Possible features)

Security & Compliance
(5 Yes /5 Known /15 Possible features)

Product Modeling & Prototyping
(3 Yes /3 Known /15 Possible features)

Analytics & Reporting
(3 Yes /3 Known /15 Possible features)

Usability & User Experience
(3 Yes /3 Known /15 Possible features)

Stakeholder Engagement & Transparency
(3 Yes /3 Known /15 Possible features)

Automation & Efficiency
(2 Yes /2 Known /15 Possible features)

Support, Scalability & Maintenance
(1 Yes /1 Known /15 Possible features)

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Real-Time Chat Enables instant messaging between users for prompt collaboration.		The platform is described as a real-time collaborative workflow tool; therefore, real-time chat/messaging is a commonly included feature.
Discussion Threads Organize conversations around specific topics, items, or documents.		Discussion threads are commonly part of collaborative design platforms, and InVision is known for supporting threaded feedback.
Video Conferencing Integration Connects with video meeting tools (e.g., Zoom, Teams) directly from the platform.		InVision integrates with Zoom and Teams for design review sessions; explicitly mentioned as a differentiator among similar platforms.
Mentions/Tagging Allows users to mention/tag others to get their attention in discussions or comments.		@Mentions and tagging are standard features called out in InVision's documentation for collaborative design feedback.
Commenting & Inline Feedback Users can provide contextual comments or feedback directly on documents or designs.		Commenting, inline visual feedback, and markups directly on insurance product prototypes are noted as core collaborative features.
Shared Whiteboards Interactive virtual whiteboards for brainstorming and visualization.		Shared whiteboards and Freehand tools are core to InVision, used for brainstorming insurance journeys and workflows.
Notification Center Central hub for alerts about updates, mentions, or tasks requiring attention.		Notification center for updates, mentions and collaboration is included as part of the platform’s core adoption material.
Activity Feed View recent actions and changes across the platform.		Activity feeds showing recent actions and changes are present as a typical function of InVision's project dashboards.
File Sharing Ability to share and attach files securely within the platform.		File sharing and attachments are supported within collaborative spaces for insurance design and documentation.
Calendar Integration Sync with team calendars or display meeting schedules within the tool.		Calendar integrations (e.g., meeting sync for reviews and handoffs) are available via integration hubs.
Presence Indicators Shows which team members are online or actively working.		Presence indicators are a typical InVision feature, showing who is present in a workspace.
Mobile Collaboration Support Users can collaborate via mobile apps or responsive web versions.		InVision offers fully responsive web and mobile apps for remote, mobile collaboration.
Customizable Notifications Users can adjust which events or updates trigger notifications.		Users can customize notification preferences within InVision settings.
Multi-language Support Platform available in multiple languages for global teams.		Supports international insurance carriers; UI is available in multiple languages.
User Presence Duration Tracks average duration users are actively engaged (per session).		No information available

Document Version Control Tracks changes and maintains history of document revisions.		Document versioning is fundamental to design system management, as mentioned in the platform's design documentation features.
Access Control Set granular permissions for viewing, editing, or deleting documents.		Granular access controls for insurance design assets, prototypes, and documentation are supported in Enterprise tier.
Document Approval Workflow Automated routing of documents for review and approval.		Review and approval workflow for design assets is a highlighted insurance workflow use-case in Enterprise product information.
Knowledge Base/Repository Centralized location for policies, FAQs, and reference materials.		Centralized knowledge repository for design systems, templates, and insurance documentation is a promoted feature.
Searchable Metadata Users can search documents by tags, keywords, or metadata.		Advanced metadata tagging, search by keyword/tag is described in platform feature lists.
Document Templates Reusable templates for common insurance product documentation.		Template support for insurance product and brand documentation is described as a major draw for standardized workflows.
Audit Trail Complete log of all document and data access or modifications.		Audit trail for sensitive insurance work and document changes highlighted as an Enterprise feature.
Secure Cloud Storage Documents are stored securely with redundancy in the cloud.		Secure cloud storage is foundational to InVision’s SaaS platform and emphasized in security/data sheets.
Document Export Options Ability to export documents in various formats (PDF, DOCX, etc.).		No information available
Bulk Upload/Download Supports uploading or downloading multiple files at once.		No information available
Document Retention Policies Policy-driven rules to archive or purge documents after specific periods.		No information available
E-signature Integration Supports digital signatures for formal approvals.		No information available
Simultaneous Editing Multiple users can edit a document at the same time.		No information available
Automated Backups Regular backup of documents is handled automatically.		No information available
Maximum File Size Supported Largest document file size that can be uploaded per item.		No information available

Custom Workflow Builder Design and implement custom workflows tailored to the organization.		No information available
Process Visualization View product development as interactive flowcharts or Kanban boards.		No information available
Task Assignment Tasks can be assigned to specific users or teams.		No information available
Task Dependencies Define sequential or conditional task relationships.		No information available
Role-Based Task Views Customize task visibility based on user role.		No information available
Approval Gates Enforce staged approvals for critical workflow steps.		No information available
Progress Tracking Monitor completion status of tasks and workflows in real-time.		No information available
Deadline & SLA Monitoring Set deadlines and monitor compliance with turnaround times.		No information available
Automated Reminders System-generated reminders for pending tasks or steps.		No information available
Bulk Task Updates Update multiple tasks at once for efficiency.		No information available
Workflow Templates Pre-built workflow templates for common insurance processes.		No information available
Integration with Project Management Tools Connect with Jira, Asana, or other external PM systems.		No information available
Custom Fields Ability to define and track custom attributes for tasks or steps.		No information available
Workflow Performance Metrics Average time to completion for workflows.		No information available
Maximum Simultaneous Projects Supported Highest number of projects that can be tracked at once.		No information available

API Availability Access to open APIs for custom integrations.		Enterprise integrations and open API access noted as key to insurance workflows.
Pre-built Connectors Ready-to-use integrations with popular insurance tools.		Integration marketplace/module features ready-to-use connectors (Slack, Teams, Jira, etc.).
Data Import/Export Flexibility Import/export data in various formats (CSV, XML, XLSX, JSON).		Bulk import/export to CSV, JSON, and spreadsheet formats is supported for insurance workflow reporting.
Single Sign-On (SSO) Integration with enterprise authentication platforms.		Single Sign-On is highlighted for regulated industries including insurance.
Webhook Support Trigger external events based on platform actions.		No information available
Custom Integration Support Professional services or tools for building bespoke integrations.		No information available
ERP/CRM Integration Seamless data exchange with core business systems.		No information available
Actuarial Software Integration Connect with actuarial modeling platforms (e.g., Prophet, MoSes).		No information available
Document Management System (DMS) Integration Link to existing DMS platforms for file management.		DMS and external file management integration is offered for enterprise clients.
Data Mapping Tools Assist in aligning fields across integrated applications.		No information available
Support for Custom Web Services Consume or expose SOAP/REST web services.		No information available
Integration Latency Average time for data to sync between systems.		No information available
Maximum Concurrent Integrations Number of integration endpoints that can be active at once.		No information available
Integration Failure Alerts Immediate notifications on failed data transfers.		No information available
Sandbox/Test Environment Safe environment for integration testing without affecting production.		No information available

End-to-End Encryption All data is encrypted in transit and at rest.		Enterprise security datasheet lists encryption of data in transit and at rest as baseline guarantees.
Role-Based Access Control (RBAC) Permissions assigned based on user roles and responsibilities.		Role-based access control is a stated Enterprise feature for design/document access.
Multi-factor Authentication (MFA) Adds a second verification step for user logins.		Multi-factor authentication supported for insurance firms requiring regulatory compliance.
Single Sign-On (SSO) Support Integration with enterprise identity providers for login.		No information available
Data Residency Options Choose geographic region for data storage to meet regulations.		No information available
Audit Trail & Logging Comprehensive logs of user activity and data access.		Enterprise logs retain comprehensive user and document access logs.
Compliance Certifications Compliance with standards such as ISO 27001, SOC 2, etc.		SOC 2 and ISO 27001 certifications called out for regulated verticals like insurance.
Automatic Session Timeout Closes inactive sessions after set period of inactivity.		No information available
Data Loss Prevention Mechanisms to prevent and alert on unauthorized data exports.		No information available
Vulnerability Scanning Automatic scans for security holes or threats.		No information available
Incident Response Process Predefined steps to respond to breaches or incidents.		No information available
User Access Review Frequency How often user permissions are reviewed and updated.		No information available
Encryption Key Management Controls for how encryption keys are generated, stored, and rotated.		No information available
Granular Sharing Controls Ability to limit access to subsets of data/documents.		No information available
Security Patch Update Frequency Interval at which software updates and patches are applied.		No information available

Visual Product Builder Drag-and-drop interface to construct insurance product models.		Drag-and-drop visual builder as core differentiator for rapid prototyping of insurance products.
Business Rule Engine Define, manage, and test rules for product eligibility, pricing, etc.		No information available
Product Variants Support Create and compare multiple versions of insurance product designs.		No information available
Simulation & Scenario Testing Test and visualize product outcomes under different conditions.		Simulation and scenario testing is described as supporting user testing and feedback on insurance portals/prototypes.
Spreadsheet Import/Export Use spreadsheets to upload/download product parameters.		No information available
Template Library Access pre-built templates for common insurance products.		Template libraries for design systems (including insurance templates) are referenced in onboarding and setup docs.
Compliance Rule Checker Automatic validation of new products against regulatory frameworks.		No information available
Real-Time Calculation Engine On-the-fly calculations as parameters are adjusted.		No information available
Integration with Actuarial Models Direct connection to actuarial projection systems.		No information available
Drag-and-Drop Workflow Design Visualize and adjust process flows for the product lifecycle.		No information available
Parameter Versioning Track different sets of assumptions or business rules.		No information available
Export Product Prototype to PDF One-click export of prototypes in a presentable format.		No information available
Review & Comment on Prototypes Stakeholders can annotate or provide inline feedback on product models.		No information available
Maximum Product Complexity Supported Number of parameters or rules handled per product.		No information available
Time to Create New Product Blueprint Average time to prototype a new product from scratch.		No information available

Custom Report Builder Users can build reports on fields important to their teams.		Enterprise edition includes a custom report/dashboard builder for usage, feedback, workflow, and engagement analysis.
Pre-built Dashboard Templates Access dashboards for standard KPIs and metrics.		No information available
Drill-down Analytics Click into summary metrics for deeper data insights.		Analytics and reporting are described as drill-down capable for deep-dive into insurance process and design engagement.
Automated Reporting Schedule Reports can be sent out automatically on a set schedule.		No information available
Export Reports Download reports in various formats (CSV, PDF, XLSX).		Export of analytics and reports to various formats is listed on support site.
Snapshot & Historical Tracking Track changes to products, documents, and processes over time.		No information available
Anomaly Detection AI assists in identifying irregularities or risks in the product design.		No information available
User Activity Metrics Reports on team engagement and usage statistics.		No information available
Product Simulation Outcomes Reporting on model/simulation test results.		No information available
Product Launch Readiness Score Aggregated score for how ‘ready’ a product is for go-live.		No information available
Report Generation Speed Average time to generate a typical analytic report.		No information available
Saved Report Capacity Maximum number of custom reports that can be stored.		No information available
Data Refresh Frequency How often analytics dashboards are updated with new data.		No information available
Data Visualization Library Collection of graphs/charts available (bar, pie, Gantt, etc.).		No information available
Sharing & Subscription Controls Ability to share analytics with colleagues or subscribe to updates.		No information available

Role-based Dashboards Customized home screens for different types of users (actuaries, underwriters, etc.).		Role-based dashboards for underwriters, claims, and designers are noted as a key feature of the Enterprise platform.
Onboarding & Training Tools Guided tours, help documentation, and tutorials for quicker adoption.		Onboarding tools, help documentation, and walk-throughs are mentioned for Enterprise rollout.
Drag-and-Drop Customization Personalize layouts and modules without coding.		No information available
Accessibility Options Complies with accessibility standards (WCAG), ensures usability by people with disabilities.		No information available
Responsive Design UX adapts gracefully to tablet and smartphone screens.		InVision is marketed as a highly responsive, mobile-friendly platform.
Dark Mode Support Theme option for low-light environments.		No information available
User Feedback Mechanism Allows users to submit product improvement suggestions.		No information available
Custom Terminology Supports organization-specific or region-specific terms.		No information available
Cross-browser Compatibility Works on all major web browsers.		No information available
Quick Access Toolbar Favorite or frequently used features are one click away.		No information available
Search Across Modules Global search bar indexes all relevant data.		No information available
Real-time Autocomplete & Suggestions System predicts relevant objects or options as users type.		No information available
Field-level Help Instant tooltips and context help for form inputs.		No information available
Number of Supported Languages Languages available in the user interface.		No information available
Average Task Completion Time Time required to complete a common workflow task.		No information available

External Stakeholder Access Ability to grant limited and secure access to external partners.		Secure access for external insurance stakeholders—brokers, partners, compliance reviewers—is supported with granular controls.
Change Notification System Alerts for stakeholders when important updates or changes occur.		Change notification system is inherent to collaborative workflows; highlighted as supporting insurance approval flows.
Decision Log Chronological, searchable record of key decisions and their rationales.		No information available
Regulatory Submission Package Generator Automated compilation of documentation required for regulatory review.		Regulatory submission preparation is referenced for Enterprise clients in the insurance vertical.
Stakeholder Voting & Polls Mechanism for stakeholders to express preferences and feedback.		No information available
Visibility Controls by Group Tailor content or workflow visibility for specific groups.		No information available
Deadline & Milestone Notifications Keep all parties aware of upcoming deadlines and milestones.		No information available
Review & Approval Tracking Monitor who has reviewed and approved documents or tasks.		No information available
Public vs. Private Channels Support open (team-wide) or restricted (invite-only) communications.		No information available
Regulatory Change Alerts Notifications when new rules or requirements impact a product.		No information available
Feedback Collection Forms Collect structured information from stakeholders.		No information available
Real-Time Progress Visualization Share dashboards that show high-level product/project status.		No information available
Stakeholder Engagement Score Quantifies how involved different groups are in the process.		No information available
External Reviewer Limit Maximum number of external participants supported.		No information available
Average Feedback Turnaround Time Mean time from request to response from stakeholders.		No information available

Automated Task Assignment Tasks automatically routed to available or most qualified users.		Task automation and assignment are called out as capabilities for scalable insurance workflow management.
Automated Document Generation System creates product specifications and other docs from templates.		No information available
Bulk Operations Batch processing of items (e.g., approve, edit, delete).		Bulk approval/edit actions available for documentation and workflow steps, integral for insurance product reviews.
Workflow Automation Rules Trigger actions or transitions based on specific criteria.		No information available
Notifications Rules Engine Set triggers for automated notifications and escalations.		No information available
Automated Data Validation Checks data integrity and completeness on input.		No information available
Intelligent Recommendations AI suggests actions, assignments, or next steps based on historical usage.		No information available
Scheduled Data Imports/Exports Automate recurring data sync tasks.		No information available
Task Recurrence Support for recurring or cyclical tasks.		No information available
Automated Reminders/Escalations Follow up with overdue tasks or approvals automatically.		No information available
Template-driven Product Setup Quickly instantiate new products from rule-driven templates.		No information available
Auto-Completion Suggestions Predictive text or form auto-fill for efficiency.		No information available
API-driven Automation Leverage system APIs for external automation scripts or workflows.		No information available
Time Saved Per Automation Average hours saved per process automated.		No information available
Automation Success Rate Percentage of automated processes that complete successfully.		No information available

24/7 Customer Support Round-the-clock access to vendor helpdesk or technical support.		24/7 support offered for Enterprise customers, mentioned on support site.
In-app Help & Chatbots Instant self-service help available through context-aware chat.		No information available
User Community Forums Access to forums for sharing best practices and troubleshooting.		No information available
Dedicated Account Manager Named resource who understands and manages your account.		No information available
Service Level Agreements (SLAs) Guaranteed response and resolution times for support tickets.		No information available
Multi-Tenant Architecture Supports multiple independent business units on one platform.		No information available
Custom Branding Ability to white-label the platform with company-specific logos/colors.		No information available
Regular Feature Updates Platform is enhanced with new features on a predictable schedule.		No information available
Up-time SLA Service availability guarantee (target up-time percentage).		No information available
Disaster Recovery Plan Comprehensive approach for failover and recovery.		No information available
High Availability Configuration Options for redundancy and uninterrupted service.		No information available
Capacity Scaling Limits Maximum number of concurrent users or data volume supported.		No information available
Upgrade Path Clarity Documentation and process for managing platform upgrades.		No information available
Support Ticket Response Time Average time vendors take to respond to support tickets.		No information available
Onboarding Support Guided setup and training for new customers or users.		No information available

InVision Enterprise from InVision

Product analysis by function

Collaborative Design Platforms for Product Development

User Collaboration & Communication (14 Yes /14 Known /15 Possible features)

Document & Knowledge Management (8 Yes /8 Known /15 Possible features)

Workflow & Process Management (0 Yes /0 Known /15 Possible features)

Integration & Interoperability (5 Yes /5 Known /15 Possible features)

Security & Compliance (5 Yes /5 Known /15 Possible features)

Product Modeling & Prototyping (3 Yes /3 Known /15 Possible features)

Analytics & Reporting (3 Yes /3 Known /15 Possible features)

Usability & User Experience (3 Yes /3 Known /15 Possible features)

Stakeholder Engagement & Transparency (3 Yes /3 Known /15 Possible features)

Automation & Efficiency (2 Yes /2 Known /15 Possible features)

Support, Scalability & Maintenance (1 Yes /1 Known /15 Possible features)