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  • Originally released in 2005 as a desktop application, it has successfully managed thousands of claims since then- a solid history of providing for claims management companies
  • Built by people in the claims management industry for others in the claims management industry – it works with you, not against you
  • Being web based you can access your claim data from anywhere, though document templates require Microsoft Windows and either Firefox, Chrome or Internet Explorer
  • Manage all the claim financial information in the one location
  • Track Sums Insured, Claim Reserves, Payments made
  • Manage all claim financials-Create Payments, Create Billing Items, Create Fee Invoices,
  • Includes PDF versions of the invoices
  • Create reports with the information captured
  • Lodging a new claim is a simple as following a basic wizard, only the fields that are required are entered
  • Covers all common claim types used across a variety of industries – categories of claims are very flexible, for example, pleasure craft claims can lodged and managed under motor vehicle claim category
  • Property and Liability claims allow for co-insurers to be identified, allowing claim handlers to manage all the information in the one software
  • The company allows for 4 tiers: Administrator, Managing Offices, Handling Offices and Claim Handlers
  • Manage the information for all of your industry contracts and information in the one application
  • All information stored can be accessed and used to reduce typing within a claim or document
  • Controlled access across all sub levels
  • Track progress of claim
  • Send emails from within the CMS application
  • Allow password enabled access to Insurers and Brokers with varying levels of privacy, allow them to upload claim information, update their company details (saves you time to update their records)
  • Emails are sent daily to show outstanding tasks that need to be completed and group them by overdue, due today, due in the next 7 days
  • Tasks can automatically be created for claims
  • Tasks are associated with claims so you don’t forget a commitment to a client
  • Quick Update emails with customised text to ensure you maintain reporting compliance
  • You can search from any page (excluding settings)
  • Quick Search for common fields like: name, company, phone, location, etc.
  • Advanced search for filtering certain fields out
  • Tables can also be exported with extra info to CSV to allow for further analysis in Excel or similar
  • Tables can also be sorted and reordered to help with searching
  • There are many powerful report available that can be configured in multiple ways to report on the information you need
  • Industry leading reporting including reports such as Cost Benefit Analysis
  • You can export data within the reports into Excel for further analysis
  • You can export invoices into MYOB to streamline your accounting practices
  • The power is in your hands
  • We put the power in your hands to run the software the way you want
  • You can configure most things within CMS, including:
    • User accounts
    • Permissions
    • Categories
    • Claim /Policy Types
    • Template Groups
    • Employment types
    • Quick Actions
    • Document Templates
    • Default Tasks
  • The interfaces are easy to use and can be completed in no time at all
  • Passwords are stored in the database in encrypted format
  • Built using security best practices
  • Manage user permissions in a granular fashion – per activity, lodging claims, creating suppliers ,etc.
  • Built using the latest and most advanced development and server technologies from Microsoft
  • Comes with full back of all your data. You do not have to remember to back up your data anymore. We do it.
  • If required a login page can be embedded into almost any website
    • This can include skinning it to match the rest of your website, changing colours, fonts and even adding you company logo
    • Logins can be integrated to about 95% of websites – given the right access
  • This gives your clients a reason to visit your website, enabling you to provide other relevant news and information on the login page