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Features/Pricing The table below shows which features are included with each version of C2Trak. Place your mouse over each feature to view details and see screenshots.  Full Feature Chart Main System Features: File Document Manager File Document Manager Upload and manage unlimited documents in each claim file.  Request Info  Screenshot Included Included Included File Status Tracking File Status Tracking C2’s unique "Claim File Status Indicator" allows all users to instantly determine where each claim stands in the processing cycle and acts as a "trigger" for automated processes, such as Home Page Alerts.  Request Info  Screenshot Included Included Included Activity Dates Activity Dates Dates of specific claim activities are recorded and displayed in a common area and can also be read using Quick Views from search results. Certain dates are auto-entered by a "triggering event", such as when a new claim record is created.  Request Info  Screenshot  Demo Included Included Included Notes Log Notes Log Enter an unlimited number of file notes, which are displayed by date/time of entry, along with the user’s name.  Request Info  Screenshot  Demo Included Included Included Detailed Claim Search Detailed Claim Search Over 30 search parameters allow users to instantly find any file or files based on these search criteria. Search results are displayed in an easy-to-read, table format that can be sorted by key fields. "Quick Views" allow users to see underlying data without having to open the claim file.  Request Info  Screenshot  Demo 1  Demo 2 Included Included Included Claim Review Claim Review Interactive workspace included in each claim file, where file reviewers document the review process and interact with the assigned adjuster in a forum-type discussion thread, providing a collaborative environment, replacing endless emails with a permanent history of the file review.  Request Info  Screenshot   Included Included Client Manager Client Manager Client profiles include detailed contact information and allow client users to be "associated" with multiple clients/locations. Upload unlimited documents to client records, where they can be conveniently retrieved by authorized users.  Request Info  Screenshot 1  Screenshot 2  Screenshot 3 Basic Detailed Detailed User Manager User Manager Authorized users can create and edit an unlimited number of system users, with comprehensive contact and work qualification information. Details include unlimited notes and documents, geographic coverage territory, certifications, and licensure.  Request Info  Screenshot 1  Screenshot 2  Screenshot 3 Basic Detailed Detailed User Dashboard User Dashboard Each user views their personal workspace immediately after each login to see their Home Page Alerts (see below), as well as QuickLinks to commonly used areas of the application, and the Messaging Center (see below).  Request Info  Screenshot  Demo Included Included Included Home Page Alerts Home Page Alerts C2’s "push" technology puts critical, real-time information in front of those that need it, eliminating the need for users to seek out files that require attention, along with claims that "fall through the cracks."  Request Info  Screenshot Included Included Included Security Levels Security Levels All C2 versions include five default user levels to control security and permissions. C2Trak Plus can be customized by adding an unlimited number of user levels and modifying the permission structure of the default user levels.  Request Info  Screenshot 5 5 Unlimited Application Document Manager Application Document Manager Upload unlimited documents for effective and efficient distribution of company memos, fee schedules, procedures, etc. User level permissions control which users see each document.  Request Info  Screenshot  Demo   Included Included Real-Time Report Generator Real-Time Report Generator Getting information out of C2 could not be easier. Authorized users can run "real time" reports on claim records, users, client, etc. Reports are displayed in a printer friendly Web page and can be exported to MS Excel and as a .pdf file.  Request Info  Screenshot 1  Demo 1  Screenshot 2  Demo 2   Included Included Aging Reports Aging Reports Timeframes are set for specific activities, such as "insured contact" and "inspection dates." The Aging Report allows administrators to easily monitor all claims and conveniently send email reminders on file that are late for any activity.  Request Info  Screenshot  Demo   Included Included Reassignments Reassignments Allows admin level users to change the assigned adjuster. This process auto-records the change in the file activity log. C2 versions that include "Batch Reassignments" add a specialized search tool to find, then reassign, multiple files in one quick step. This process auto-notifies the new adjuster and saves a complete copy of the file as a .pdf, creating a permanent record of the claim file "as-is" at the moment it is re-assigned.  Request Info  Screenshot Single Batch Batch Reopens Reopens Allows admin level users to reopen closed claim files, which auto-documents the change in the file activity log. C2 versions that include "Batch Reopens" add a specialized search tool to find then reopen multiple files in one quick step. This process saves a complete copy of the file as a .pdf, creating a permanent record of the claim file "as-is" at the moment it is re-opened.  Request Info  Screenshot Single Batch Batch Batch Assignments Batch Assignments This sophisticated adjuster assignment and dispatch tool replaces wall maps and eliminates typical zoning and assignment delays, by matching adjusters to claims, based on specific, user-defined criteria. Process auto-documents claim log and triggers notification to parties.  Request Info  Screenshot     Included NOL Uploader NOL Uploader Time-saving tool that allows users to upload NOL's to groups of files without having to open each file individually.  Request Info  Screenshot Single Single Batch Contacts/Appointments Contacts/Appointments This time-saving features allows call center personnel, adjusters, and other authorized users can quickly enter file notes and dates, without opening the claim file.  Request Info  Screenshot  Demo   Included Included Quick Claim Add Quick Claim Add Authorized client examiners and client managers can create hundreds of new claim records in minutes, saving hours off claim setup, and dramatically reducing clerical errors.  Request Info  Screenshot     Included Prior Loss Relationships Prior Loss Relationships Link any number of claim records to allow users to view the documents, notes, and dates, without giving access to the linked file(s). Used for prior losses or losses with multiple risks being handled as separate claims.  Request Info  Screenshot   Included Included System Emails System Emails Auto and manually triggered emails are used to notify all parties when certain events occur. Admin level users can customize email wording and add an unlimited number "cc" addresses.  Request Info  Screenshot 1  Screenshot 2  Demo   Included Included Accounting/Invoicing Accounting/Invoicing Creating fee bills is quick and easy. Invoices are saved as a .pdf to the claim documents, eliminating the need for printing/emailing. Adjuster Payroll and Accounts Receivable features are built-in, and can be linked to QuickBooks (see QuickBooks Bridge below).  Request Info  Screenshot 1  Screenshot 2  Screenshot 3  Screenshot 4  Demo   Optional Optional QuickBooks™ Bridge QuickBooks™ Bridge Eliminate double-entry of accounting data and take advantage of the full features of the leading accounting software.  Request Info     Optional Client (3rd Party) Features: File View File View Authorized client examiners and client managers can view a claim file "snapshot" of basic claim information, in organized lists that can be sorted and searched by multiple fields. Each record has a link to the Activity Log and File Documents.  Request Info  Screenshot  Demo Included Included Included View/Add Notes View/Add Notes Authorized client examiners and client managers can view the Activity Notes of each claim and can add notes and comments to the "Client Notes" section.  Request Info  Screenshot Included Included Included View/Add Documents View/Add Documents Authorized client examiners and client managers can view and download claim documents, which are organized in folders within each claim record. Unique, scrambled file paths prevent unauthorized access to documents. Clients can also upload documents to claim files.  Request Info  Screenshot Included Included Included Status Tracking Status Tracking Authorized client examiners and client managers can track files using this feature to mark files as "Awaiting Field Report", "Pending Client Review", "Approved By Client", or "Rejected By Client." Rejecting forces the client to enter a reason for the rejection. Rejections trigger emails and Home Page Alerts to adjusters and supervisors.  Request Info  Screenshot   Included Included Real-Time Report Generator Real-Time Report Generator Authorized client examiners and client managers can create real-time reports of claim records, including identifying claim information, status, notes, and dates. Reports are displayed in a printer-friendly Web-page and can be exported to Excel and/or .pdf.  Request Info  Screenshot 1  Screenshot 2  Screenshot 3  Demo   Included Included Client Hot Files Client Hot Files Authorized client examiners and client managers can flag individual files as "Hot", so handlers know these files need special, immediate attention. Marking a file as hot sends and email to the assigned adjuster, supervisor, and Team Leader, and puts an alert on the dashboard of these users.  Request Info  Screenshot     Included Specialty Features: Automated Claim Intake/Setup Automated Claim Intake/Setup Replaces the manual entry process for setting up new claim files. Capacity of 100,000 new claims/day. Creates new claim record and stores NOL as .pdf in file document folder of new claim.