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:: Key Features |
Basic |
Pro |
Claims Functions
Claims Manager is a fully integrated, customizable claims processing solution for claims administrators, which includes a dedicated claims form to help input all relevant claims details. Including facility to record claims, client, vehicle, third party, and accident and witness details. The system will carry out automatic data validation checks to ensure mandatory fields are completed. The advanced search facility allows searching multiple fields and also includes a ‘wildcard’ search option. |
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Diary Management
Record any medium communications related to claim or client. Allows importing and storing electronic documents which will help manage and reduce paperwork.
Automatically creates full log of events and activities in relation to claim and client, so that the user can keep track of the whole claim handling processes.
The system will also allow the user to amend or delete these activities within 24 hours where necessary. |
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Action Management
Preconfigured action settings which encapsulate the process involved in carrying out a certain task.
Actions can be set to carryout a process at a future date (reminder) or delegate to other operators with relevant attachments and links to client file.
All the actions can be viewed in chronological order; allowing the operative to view any outstanding tasks, which need processing. The operative delegating can also view tasks they have delegated to others. All tasks once complete are automatically removed from the action viewer and resultant output including attachment is recorded in the diary. |
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Template Letter
Allows user administrator to easily create template letters in a text format with the correct merge fields from the database, which can then be used by all operatives. Templates are stored in a central location and accessible to the action settings. Templates automatically integrate with MS Word and mail merge to produce a final personalized document with the required data.
The letter/documents are stored in a central location which can be accessible via the internet browser for easy navigation and access. |
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Invoice Management
Create your own invoices at a touch of a button using the action setting and pre-configured templates which can be easily created by the user.
The system allows the user to track payments , allows multiple payments, and produces reports on overdue and settled payments |
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Reporting
The reporting tool provides a complete picture of the claim at a glace including all activities, documents attached and actions taken.
The staff report provides detailed information about staff activities in relation to claims processing. Includes actions taken and those still outstanding or delegated. This report is very useful for monitoring staff performance and quality of data-processing. |
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Recovery & Storage Module
Records information about vehicle recovery details (recovery company, date/time and case handler). The system will then automatically calculate charges, creates recovery invoices etc. |
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Engineer Module
Records information about engineer and the reports produced for damaged vehicle. Data includes salvage value, cost of repair and write-off statement. There is also a dedicated search facility to maintain engineer related data |
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Solicitor Module
This allows the user to assign a solicitor from the database to any claim which requires this service. The system can handle injury related issues including CFA details, and also has a dedicated search menu facility to maintain solicitor related data. |
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Repairer Module
This module allows the user to assign a repairer from the database which will facilitate repair related data and services, including cost of repair. This module also includes a dedicated search menu facility to maintain repairer related data. |
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Vehicle Manager Module
This module will allow the user to manage a fleet of vehicles from storage to hiring to customers. The system records vehicle details, rental history and maintenance and repair history. The Hire function deals with the day to day administration required for vehicle hire including customer details, hire details, insurance and cost of hire. The system allows user to create invoices related to vehicle hire. This facility can deals with both cash hire from individual customers as well as credit hire via a claim against an insurance company. |
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Advance Staff Progress Report
This reporting function reports on all claims related activities by staff, which will allow the company to view statistical information at a glance. The manager can view employee performance on any related activity for any period of time and display in order of performance. |
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Training Server
This is a dedicated server for staff training which is cloned on a nightly basis so that the training given to staff is based on real data, which can improve the quality of the training. |
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SQL Server
SQL Server supports the highest performance, availability and security to run your most demanding applications with native data encryption, secure default settings, and password policy enforcement. |
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