PRODUCT OVERVIEW
W5 Claims Management Software - Managing your claims, understanding and growing your business.
How many things do you and your staff do every day over and over? Get this, do that, repeat. It’s not just about saving time on repetitive tasks. It’s about making sure they don’t get missed when you have a long list of to do’s that need doing now. - Automation
Documents, thousands and thousands of documents and photos. Getting them, organizing them, securing them, distributing them. It’s a big job and critical to your success. - Document Management
Time constraints and customer SLA’s. It’s not enough that you need to meet those challenges but you have to measure and report your successes and failures. So how well do your adjusters perform? Where and what are the potholes that trip up your staff? Can you show your customers that their trust is well placed? - Workflow + Business Intelligence Analytics
Communication. Emailing messages, status and requests. Sending documents and records. Issuing quick notifications. Securely involving your clients and vendors online in real time. Getting information to those who need it, when they need it, how they need it is a vital component for frictionless collaboration. - Messaging + Collaboration Portals
Managing financials. Setting reserves by coverage, party and asset. Enforcing policy limits. Tracking and auditing changes. Enforcing authority limits and approvals. Trust accounts and reconciliations. Issuing checks and managing ACH transactions. - Reserves Management + Client Policy Tracking
Auditing and reporting. Audits, whether internal or external, are necessary and can be a challenging and time consuming exercise. Assembling a full package of notes, actions, records, documents, communications and other supporting material on a claim or a cross section of claims. - Advanced Claim Management
FEATURE HIGHLIGHTS
Comprehensive Security
Client and Vendor Management
Client and Vendor Management
- Fully encrypted data
- User password rules
- Comprehensive user access management
- Automatic disable-user rules
- Multi-Factor Authentication
- Documents are encrypted
- Comprehensive document access controls
Client and Vendor Management
Client and Vendor Management
Client and Vendor Management
- Companies, company contacts, B2B relationships
- Client and contact DNU lists
- Client and contact notes, preferences. SLA, billing rates
- Outsourced adjusting vendor management
- Service vendor management
- Credentialing and supporting documents
- Services, Locations, rates
- Notes and performance rating
Reserve and Loss Management
Client and Vendor Management
Check Writer and Trust Account Management
- Manage reserves and payments against coverage's by Party and Asset (property,vehicle, etc.)
- Manage reserve and payment authorities
- Client policy limits enforcement
- Approvals management
- Deductible Recovery management
- Loss Reporting
- Multi Currency
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Check Writer and Trust Account Management
Check Writer and Trust Account Management
Check Writer and Trust Account Management
- Check request, approval(s), payment scheduling, check printing
- Replenishment notifications
- Account Reconciliation
Interfaces and Integrations
Check Writer and Trust Account Management
Messaging and Communications
- XactAnalysis
- Bottomline (Allegient) Bill Submission
- Lloyds of London
- SecureDocs
- ClaimWrX
Messaging and Communications
Check Writer and Trust Account Management
Messaging and Communications
- On demand and automated, rule based message dispatching
- Author and Send Email, E-fax and SMS
- Drag/Drop Emails
- Email, E-fax and SMS are catalogued within the claims
Document Management
Diary Activity Workspace
Document Management
- Document sharing
- Access Management
- Document generation & merging
- Secure Storage
Note Management
Diary Activity Workspace
Document Management
- Unlimited note taking combined with action audits and access audits
- Access security with privacy setting
Diary Activity Workspace
Diary Activity Workspace
Workflow Management + Process Automation
- Diary scheduling and tracking
- Appointment management
- Reporting and Deadline management
Workflow Management + Process Automation
Workflow Management + Process Automation
Workflow Management + Process Automation
- Consistent and focused decision support
- "What now" with a view to "What's next"
- Divide and conquer heavy workloads with workflow queues
- Streamline operations by automating and simplifying tasks
- Increase productivity with intelligent document generation
- Improve performance with claim monitoring and notifications
- Recognize potential problems
- Powerful and flexible rules provide comprehensive automation
- Automate tasks such as note creation, charge creation, document generation, notifications, email generation, instant messaging, SLA keypoint timestamps, workflow interaction, action and response queuing and much more
Accounting + Billing
Workflow Management + Process Automation
Business Management Reporting
- Time + Expense Tracking and Billing
- Vendor Payment Processing
- Fee Schedule Management
- Multi Currency
- Accounts Receivable
- Accounting System Interfaces
Business Management Reporting
Workflow Management + Process Automation
Business Management Reporting
- Claim Referral Activity
- Claim Statistics
- Performance Statistics
- Revenue and Cost Tracking
- Business Intelligence Analytics
About Us
Continuous Innovation
We are dedicated to providing the Claims Management tools you need for maximizing productivity, client satisfaction and profitability.
Maximum Collaboration
We work with our clients, both local and global, to ensure that they can meet the demands of their clients - no matter how far reaching the need or how frequent the needs change.
See our Case Management software
Our Corporate Website
Our Team
Software developers, customer service agents, business managers. We are a growing group of dedicated professionals.
SUPPORT
Come to our support portal to find help, access our training videos, open a support ticket.
Contact Us
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