Introduction to Claims Manager

Claims Manager is an easy-to-use Risk Management Information Software that seamlessly an intuitive workflow that is accessible anywhere, anytime, from any device.

Primary Functions for property and casualty insurance programs:

  • Capture
  • Benchmark
  • Administer
  • Report

Claims Manager’s sophisticated diary system allows you to create reminders for important tasks while the diary queue displays all diaries assigned to you or your team if you are a supervisor. You can store your claims policies and contacts all in one location that are easily accessible through the toolbar.

Within “claims”, you have a variety of options that can direct you to different work queues that show your recently access claims pending incidents and open claims.

“Policies” allow creating new policies to view and edit coverages and covered risks. All parties are associated with a claim, will be saved as a contact but are then categorized based on who they are. Claims manager comes with a predefined reporting library including our ad-hoc reporting solution report builder which allows building unique reports in a summary or detail format. The utility menu manages items such as the EDI the electronic data interface to manage bill interviews positive pay and Medicare. You can also print checks, view incoming documents and create mailing templates.

“Settings” gives you the option to customize your experience within Claims Manager and you can adjust options such as your notifications and your landing homepage.

The “Administration Manager” allows you to view all the users, set up clients, create billing setups, and audit change activities and data changes in the system.

With “Help” you can view the online user manual request tech support from our support team.

Clicking on “About Claims Manager” opens a new window that displays a version of the Claims Manager you are currently working on. It also gives you access to the technical requirements, database documentation, and releases notes. You can control the updates by clicking on the auto-update icon and here you can view the current version where the latest version available of the update.