New Claims Report

Collection agencies and collection law firms receive new claims on a daily basis, sometimes in large quantities at one time. When this occurs, how does the administrator assign all of these new claims to collectors? Normally each new claim would have to be opened one at a time and assigned.

CasetrackerLaw’s “new claim report” will show pretty much whatever information one wants to display in each column across the top and there are 20 different fields to choose from in the “settings” link next to the “new claim report” tab. At the bottom of the report, there are 4 separate quadrants that work independently from each other. One can add a reminder, a reminder note; select a priority, a reminder type and who the reminder is for. Or one can select and generate a letter which is automatically added to the letter queue to be printed and mailed later. One can also change the status, add a status comment for the client/creditor and update them. And finally one has the option to generate a summary in PDF format or one can download the claims information to a CSV format.

What makes this report so important is that once this report is generated, not only can one do all the things I mentioned above, but the administrator can also select the claims he wants to assign to a particular collector with the status, reminder and notes already added. The collector simply starts calling when it shows up in their “reminders” list/queue.

If you are interested in any of the CasetrackerLaw reports or functionalities, don’t hesitate to give us a call or visit our web site to learn more. www.casetrackerlaw.com / 800-270-1197