Features & Benefits

Save time by performing tasks across multiple records in a single step, such as: File create/edit/assignment; notes; status updates; Peril/File Type/Severity/Event/etc.

Reduce support staff through efficient, automated A-Z accounting. Features include Time & Expense and Fee Schedule Billing; Rate Builder/Billing Engine; AR/AP (Payroll)

Proactively control necessary actions on every claim file by creating and managing assignable tasks; Eliminate delinquency using defined alerts and stakeholder notifications.

Elevate customer service through instant access (company and client users) to your entire claims database. AdHoc presentation of desired fields in custom views that each user configures and saves to their own preference, including data points and position, then interact with sorting/grouping/filtering. Export live data to Excel, CSV, PDF or Word.

Increase operational efficiency across your entire enterprise using highly configurable tools to display and interact with all data: claims, users, clients, accounting, etc. Perform limitless actions across multiple records, in a concise and user friendly interface.

Drive performance across all departments with instant access to relevant information, using over 50 “widgets.” Each user builds his/her dashboard using drag/drop positioning to optimize screen layout. Widgets connect to custom operations, using over 20 filters/display options that create the ideal workspace for every user to perform at the highest level!

Save hours on every claim by removing email from your workflow and management processes. Create custom libraries for documents of all types, and set security controls for each. Search, sort, and filter to quickly find, organize, and work with unlimited documents. A configurable interface allows intense interaction with the repository, including: email, zip, batch print, FTP automation, PDF Bundling/Conversion, and more!

Bring consistency, accuracy, and efficiency to your reporting and correspondence generation with a comprehensive, user-friendly, imbedded tool. Create and manage form letters using data tokens to insert any of over 100 data points into defined areas of your document. Configurable security controls which user roles have access to each template.

Never miss a due date again by enforcing a proactive management protocol. Create reminders of upcoming dates, and use Dashboard widgets to “push” all approaching diaries to your desktop for quick access to pending claims immediately upon login.

Quick access to relevant information is paramount to great customer response and efficient management, especially when volumes surge. Quick Search for claims from any screen or Deep Search across hundreds of parameters to quickly locate the exact records needed.