Please feel free to edit this page with any ideas and thoughts

Capturing Claim Costings/Transactions

Some questions and thoughts about how to best to store claim costing information.

What is the best way to store and display costing or transactions about each claim?

• An itemized list?
• A spreadsheet-like interface?
• A summary of costings?

What needs to be captured? Every single cost involved with the claim?

• What costs should be recorded?
• Supplier charges?
• Client payments?
• Policyholder excess payments? Settlements?

Who needs to know about the costing data?

• Internal staff?
• Clients?
• Suppliers?
• Policyholders?

Accounting Integration

Some ideas about how ClaimAble can help with accounting by leveraging existing systems and outputting relevant data...

• US 1099 Federal Tax Reporting 
• Printing of cheques directly (ensure consistency across different printers) and allow for different recipient/payee
• QuickBooks integration