Claims Intelligence™ - Claims Management System

The optimum claims management software solution for Independent Adjusters.

Claims Intelligence™ is a toolbox filled with user-friendly interfaces for everyone in your claims office. Empower your people with information! Automation can help streamline the insurance adjusting process by providing faster access to information and eliminating redundant documentation steps. Capstone Consulting, Inc. has developed Claims Intelligence as the ultimate mangaement tool for insurance adjusters. Finally, insurance claims software for the IA which focuses on adjusting tasks and document management.

Benefits System Requirements Features for Adjusters Features for Management Fact Sheet (PDF)

Thank you for your feedback! Since our first release in 2003, we continued our market research and incorporated your needs and wants. Our latest updates include: Customer specific rate schedules, both flat-fee and T&E (in addition to the existing rate tables), flexible adjuster pay options and reports, large loss reports, Claims Duration reports, preference driven email notifications and confirmations, plus extracts to popular estimating tools.

Claims Intelligence™ White Papers

• Technology Not Just for Big Business. “We’re excited to provide a tool for the small business that allows them to operate like and compete with big business,” according to Capstone’s president, Kim Nupp. Read More
• Managing Your Remote Workforce. With today’s remote workforce it has become more challenging than ever for claims offices and business owners to mange their day-to-day operations. By utilizing a software system that optimizes the claims workflow, businesses can bring efficiency to the process. Many systems collect and organize the data related to a loss notice, but Claims Intelligence™ goes beyond simple data entry and output. It assists in managing the workflow by disseminating information through automation. This automation improves the level of communication between the claims office and the remote adjuster. Read More

Benefits

• One time charge for software license
• Web based interface, but not web hosted
• Look and feel of a desktop application
• Comes complete with tools for both adjusters and managers for working and billing files
• Easily customizable for various customer diary requirements
• Easy to use Letter Assistant™ and Caption Report Builder™ simplify the documentation tasks
• Manages the workflow not just the file
• Complete document management for every file.
• Attach ANY type of file to your claim. Not just images and PDFs. Upload your emails, recorded statements, spreadsheets, etc.

Effective enterprise software systems are built to optimize a workflow and bring efficiency to a process. Many systems collect and organize the data related to a loss notice, but Claims Intelligence™ goes far beyond simple data entry and output. It frees up time for the adjuster to perform the decision making tasks needed to evaluate the claim and deal fairly with the claimant or insured. The system includes something for everyone in the claims office: administrative staff, adjusters, finance and accounting staff, and claims managers. Because the tool was designed around the claim workflow, anyone familiar with handling an insurance claim should be able to quickly use Claims Intelligence™.

Claims Intelligence, a claims management system designed for the independent adjuster, which focuses on adjusting tasks. Claims Intelligence has also been used in the restoration sector as a file management tool. Features include: email notifications, diary, activity log notes (which automatically transfer to claim timesheets and billing), photo integrator, Caption Report Builder™, Letter Assistant™, phone directory, file attachment utility, task management, adjuster worksheets, personal property inventory, statement of loss and many management reports.

System Requirements

To support 5 concurrent users of Claims Intelligence™, your office will need a server with these minimum specifications:

• Windows 2000 or 2003 server operating system
• 600 MHz processor
• 2 G RAM
• 4.5 G disk storage*

*Storage requirements will vary based upon your use of file and photo attachments within Claims Intelligence.

Enterprise configurations and alternate operating systems are available and we’d be happy to discuss these with you.

Contact sales@capstoneonline.com for pricing information.

Features for Adjusters

• Caption Report Generator™
• Diary
• Activity log with log notes
• Claim timesheets
• Vendor contact management
• Photo Integrator with mounting sheets
• Task Management
• Adjuster worksheets
• Statement of Loss
• Personal Property Inventory
• File attachment utility (attach and view any file type for a claim, even your estimates)
• Letter Assistant™ – automates letter generation from customizable templates
• Phone Directory – locate any name or telephone number with a quick search

Features for Management

• Claim assignment with automated email notification to adjuster
• Adjuster reports for: backlog, diary
• Task Management
• Draft logs with draft imaging
• File attachment utility (attached and view files for a claim)
• Claims Log
• Claims Billing/Invoice Processing – including interim billing from activity log
• Invoice Log and A/R reporting
• Phone Directory – locate any name or telephone number with a quick search
• Vendor Listings
• Management Reporting: Profitability, Claims Status by Customer, 12 Month Claims History, Adjuster Assignments, Closed Files per period