InsightPro Warranty Case

Claims

Management

Customer service reps spend a lot of time looking for certain information.With InsightPro, you can find everything you need in a single screen. Users are guided step by step through the process to make it efficient and consistent.

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Claims Management

Centralized Claim Information

It’s easy to find exactly what you’re looking for. Spend less time clicking between tabs to find customer information and more time moving claims through the process.

Claims Management

Streamlined Workflow

InsightPro guides you step by step through the claims process to make your team more efficient and consistent from verification to completion.

Claims Management

Customer History

Create a new case from a submitted online form or address multiple work orders for the same customer. You’ll always have access to the customer’s complete history.

Claims Management

Notes

Communication is key to providing exceptional customer service. Stay up-to-date with unlimited note records and set reminders for important follow-ups.

Claims Management

Attachments

Get organized by eliminating paperwork and clutter. Store all of your information, like images, flagged photos, receipts and purchase orders as attachments on the claim record.

Claims Management

Timer-Based Statuses & Alerts

Knowing where each claim is in the process is one of the largest challenges you face. Every claim is assigned a status, and every status has a configurable timer that alerts you when something becomes past due.

Features Designed Specifically For Your Industry

Role-Based Dashboards
Online Claim Forms
Claims Management
Service Scheduler
Mobile App
Advanced Reporting
Satisfaction Surveys
Dealer Portal

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your customers

It's the software that YOU would create...only better

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