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ease
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support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The system incorporates configurable workflow elements that are seamlessly integrated throughout its framework. These elements, which include data pre-population, navigation shortcuts, dynamic fields, and task load management tools, collaborate effectively with adjustors, teams, and supervisors to create an intuitive and highly efficient user experience. A distinguishing feature of any system is its ability to facilitate the easy transfer of accurate data, whether for interfacing or reporting purposes, both internally and externally. To enhance this capability, PCIS has made significant investments in a proprietary B2B interface layer designed to standardize, stage, and ensure the accuracy of the data entering and exiting the database. This strategic move results in more cost-effective and flexible integration options, alongside improved accuracy in BI reporting. Furthermore, the reporting platform is designed with the end user in mind, offering over 100 pre-built reports, the ability to drag and drop for customized dashboards, a dedicated reporting database, and much more, ensuring that users can access and analyze data effortlessly. Consequently, these features collectively empower users to make informed decisions quickly and effectively.

Description

Efficiently manage service tasks, keep clients informed, generate proofs, facilitate online payments, and much more. Begin by launching a new job and inputting the necessary information, which will seamlessly integrate across different job phases. Save your attempts and service specifics, while selecting which events you wish to communicate with the client. The details of the job and services will be reflected in the template you choose. After reviewing or making edits, you can print and sign the documentation. Monitor your services from initiation to completion, entering data only once to save time as information automatically flows through each service's lifecycle. You can also send email alerts or invite clients to create a free account, enabling them to enter services, upload documents, and check their status without needing to contact you. Streamline your payment process by enabling clients to pay directly from the invoice online, reducing the time and effort required for payment collection. Enhance transparency by incorporating GPS data into your serves, as many clients are now requesting this information, and it is a requirement in certain court cases. This efficient system will ultimately lead to improved client satisfaction and a more organized workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWeber
Asana
Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
Mailchimp
Microsoft 365
Microsoft OneDrive
QuickBooks Online Advanced
Salesforce Marketing Cloud Account Engagement
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Integrations

AWeber
Asana
Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
Mailchimp
Microsoft 365
Microsoft OneDrive
QuickBooks Online Advanced
Salesforce Marketing Cloud Account Engagement
SendGrid
Trello
WordPress
Wufoo
Xero
Zapier
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PCIS

Founded

2001

Country

United States

Website

www.pcisvision.com/solutions/claimsvision/

Vendor Details

Company Name

ServeManager

Founded

2010

Country

United States

Website

www.servemanager.com

Product Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

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