Incidents and Claims
- Collect incident reports from the field
- Anonymous incident entry
- Incident workflow
- OSHA 301 form generation
- Consolidated repository for all claims data
- All lines of business
- Historical reserve and payment tracking
- Financial development graph
- Occurrence tracking
- Location and Coverage based security
- Word document merge
- Compare claim to many others for benchmarking
- Claim Abstract Reports
- Complete claims administration
- First and Subsequent Reports of Injury
- Check writing
- CMS 111 reporting
- Integration with medical bill providers
- Integration with HR systems
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Policies and Programs
- Visual charts of Policy Programs
- Model programs during renewal
- Project cost impact of retention options
- Measure counterparty exposure
- Policy Benchmarks from Advisen
- Visual display of policy erosion
- Multi-year policy charting
- Named Insureds and Perils
- Multiple coverages, limits and sublimits
- Tasks, notes and attached files
- Import policies from spreadsheet
- Integration with claims
- Integration with locations
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Cost of Risk and Values
- Total Cost of Risk allocated at every location level
- Complex allocation formulas
- Use claims, premiums, values, manual entry
- Manual overrides for smoothing
- Lock and annotate for future reference
- Casualty, Property and Hospital Professional Liability Values
- Track Values Monthly, Quarterly or Annually
- Track Estimated & Actual value
- Values Spreadsheet for easy entry and review
- Values Trending
- Values Search
- Export to spreadsheet
- Import from spreadsheet
- Loss Ratio Reporting
- Dashboard widgets
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Reporting and Analysis
- Comprehensive list of report templates
- Easy to use report wizard
- Interactive live reports
- Report scheduling
- Distribution groups enforce security for each recipient even when creating one report for many recipients.
- Drill Down in reports and graphs
- Perfectly formatted spreadsheet exports
- Lightning fast loss triangles
- Calculate IBNR & Ultimates
- Innovative charts including Heat Maps, Scatter Graphs and Gages
- Charts integrated into numeric reports
- Dynamic Sorts, Filters and Grouping in Reports
- Reporting Integrated throughout application
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Dashboards
- Companywide dashboard
- Location specific dashboards
- 38 customizable widgets
- Deploy default dashboards
- Users can modify dashboards to personal preferences
- Benchmarking
- Best & worst performers
- Measure improvement
- Claim trends
- Critical metrics like lag-time and lost time
- Fleet tracking
- New activity
- Policy erosion & expiration
- Recommendations
- Exposures & values
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Locations
- Unlimited number of location hierarchies
- Choose any hierarchy within reports
- Unlimited number of location levels
- COPE Tracking
- Certificate management
- Google Map Integration
- Location comparison tools
- Import locations from spreadsheet
- OSHA Logs
- Exposures & values
- Fleet / vehicle tracking
- Cost of risk allocation
- Integration with policies & claims
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Data Imports
- Blazing fast data update
- Straight through processing for daily or even more frequent data updates
- Claim Update (full and delta)
- Transaction updates
- Multiple checkpoints for data validation including control totals
- Custom data validations
- Multiple data sources at different schedules
- Automatic and manual exception handling behaviors
- Automatic NOF and duplicate checking
- Custom field and code mappings including complex formulas
- Comprehensive update history reporting
- Update Processing Notifications
- Spreadsheet import of various data tables
- Extensive interface for automated interface with external systems
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System Configuration
- Self configure Single-Sign-On
- Manage multiple client accounts
- System diagnostic utilities
- Manage users / user group settings
- Granular role and permission based security
- Manage fields, labels, form layout & codes
- Custom validations
- Manage rules for automatic notifications
- Monitor data import logs
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Tasks and Contacts
- Dedicated task module
- Associate tasks with claims, locations and policies
- Tasks stand alone as independent projects
- Manage tasks with priority and due dates
- Multiple Contact Types
- Google Map integration with contact addresses
- Associate contacts with claims, locations and policies
- Import contacts from spreadsheet
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