New Feature: Rolling Reminders

Casetrackerlaw is reminder driven.  Reminders are scheduled by collectors and sales people.  These reminders will be displayed on the dashboard in the system on the day they were set by the staff member.  In order to keep the scheduled daily reminders for either the collector or the salespeople, to a limited number, Rolling Reminders was created.

Rolling Reminders are 2 seperate Tabs that were designed for administration to track claim reminders set by collectors and prospect reminders set by sales people.   The grids give admininstration the ability to view and access the claims or sales prospects by clicking on a number and the claims or prospects will be displayed.

Claim Rolling Reminders is located under Reports on the administration side of the system.  Once selected, a grid is displayed that shows you the collectors past due reminders, today’s reminders and what is scheduled for each day the rest of the month, for each collector.  Each number is "hot" or linked to the claim so that users can click the number, and are taken into the claim information.  If a collector has no reminders set, that collector will not be displayed on the grid.  The administrator can then make educated decisions regarding the way a collector is working the claims assigned to him/her.

Rolling Followups is located on the "Dashboard" on the administration side and on the sales side and was designed for administration to track the prospect followup calls set by salespeople.  The grid here displays the followup calls a salesperson has scheduled, past due, today's and each day the rest of the month.  If the sales person has no reminders scheduled, his name will not appear on the grid.  Again, each number is "hot" or linked to the prospect information in order to be accessed.

If you have an interest in this new feature, please feel free to contact our office for details.

New Training Library Videos

Is there a feature in Casetrackerlaw that you would like to know how to use? Is there a feature your're using but not sure if you're using it correctly?

There are over 60 videos in our library to choose from and I am trying to create a video for each and every feature and function in the system so our software users are confident that they are using the system to its fullest capacity. Why pay for a product and only use a fraction of it? Our video library explains in detail how a feature works or what outcome you will get when you run a report. Listed are just a few of the videos that have either been updated or added new.

Admin_Client Dashboard Access
Related Claims Tab
Advanced Status Report
Collector Work Log Report
Admin_Bulk Delete Claims

If there is a feature or function that you would like to learn about that isn’t listed in our library, email me and let me know. I’ll do my best to create & post a new video to the library at your request. Here’s the link that will take you directly to the CasetrackeLaw Video Library.

Claims Offset Report

The “Claims Offset Report” in the CasetrackerLaw system is used by the administrator to determine if a commission payment is required or if the agency needs to send a remit payment to the client.

This report will ask you for a time-frame and to select a direct client/forwarder. Once you’ve made your selection and click generate report, the report will show you the information you need in order to either send an invoice or to remit a payment. One also has the ability to pre-set the column categories so only the information selected will appear in the generated report. Now that an offset report has been generated, with one last click of the mouse, an offset statement is generated which can then be mailed to the client.

Being able to select the fields you want to see in a report is important to a lot of business owners and CasetrackerLaw wants their clients to have their reports, their way.

(FYI: the report # is subject to change as more reports are created and added)

As of today, we have just released our latest newsletter regarding attending the CLLA Conference in Chicago, IL April 29th through May 2nd. Visit our website and view Mr. Steed and Jezebel discussing the meeting.

Reports

It's cold in S. Florida again and S. Floridians are ready for the warm weather they moved here for. Are you living in a state that is seeing it's 6Th major snow storm of the season? Is it a hassle getting to work? What if you could have your employees work from home? If they do work from a remote location, how do you monitor what they're doing?

CasetrackerLaw web based collection software is the answer to this little problem. CasetrackerLaw allows collectors and administrators to log into the system from home and work remotely. Administrators are able to monitor every movement their employees make by selecting the "reports" tab. They have the option to run a "collector report" at the end of the day to see the progress that was made or a "money report" that will tell them if any money was collected. Another report they can run is the "claims report" which will tell them how many claims were submitted for a selected time frame.

Hint: It's important to keep your cookies clean in order to insure that all your reports are correct and up to date. Cookies can cause problems, if you don't know how to keep them clean, click the link and view the video.