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File Status Tracking
C2s 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.
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.
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.
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.
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.
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.
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).
Home Page Alerts
C2s "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."
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
Integrated Call Center
Built-in electronic claim center provides immediate contact with insureds. System auto-records call details into file log and a reporting tool provides details about all responses, for efficient utilization and deployment of resources.
Customizeable
C2Trak Plus is completely customizable, allowing unlimited changes to existing features and modules, integration of 3rd party solutions, and development of new features and modules to meet your exact business needs and wants.
Online User Manual
Our comprehensive User Guide allows user to learn the system in less than an hour. Screenshots, detailed information and instructions, and quick links to related functions, provide new users with everything they need get started. Experienced users will find the guide invaluable as a reference tool on the finer usage points, making dedicated training unnecessary and dramatically reducing support.
Interactive Training Guides
Available 24/7/365, these audio/video guides provide users with easy-to-follow, self-guided, training tool designed specifically for the Web. These guides make it possible for C2 to be rolled-out to any number of users, without the need for dedicated or in-person training.
Messaging Center
Each user can create and manage a personal "Tasks List" that displays on their User Dashboard. Admin Level users can create and distribute "Messages" that are displayed to selected users, who can read and then remove the messages. Tracking and archiving provide a record of which users read each message and when.
Manage Vendors
Manage an unlimited number of vendors, with functions including: User Associations, Dispatch, Productivity, Billing and more. Module includes notes, contact details, qualifications, etc; as well as a Document Manager, allowing documents to be uploaded and stored by vendor.
Manage Events
Assign and track files by catastrophe or other events, for effective management of multiple teams working multiple projects, anywhere in the world.
Productivity Reports
Track production and performance across multiple points, including adjuster, vendor, event, loss date, etc. Report options include file count, open/close ratios, average time to completion, etc.
Ad Hoc Reporting
YOU build the reports YOU need, and save them for easy access and repeated use. This tool is both easy to learn and easy to use, and in no time you will be creating an unlimited number of specialty reports to meet any need within your organization and/or requirements from any governing agencies.
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