JDI Data Corporation is a technology provider specializing in efficient insurance claims management and policy administration solutions, backed by over 30 years of industry experience. Their Claims Manager® allows for customizable workflow enhancements, integrating policy and claims systems for streamlined operations. The company focuses on developing user-friendly, web-based software solutions that prioritize data accessibility and operational efficiency.

1. JDi Data Corporation

2. What is JDi Data?
JDi Data Corporation is a technology software provider and developer specializing in
streamlined and efficient insurance claims management solutions and recently
released policy administration.
JDi Data Corporation has been developing software solutions for over 30 years that
streamlines client internal management procedures, including insurance and risk
management-related processes that impact financial evaluations. Our decades of
involvement in the insurance industry has helped us build a strong repository of knowledge,
analysis, data gathering, and solutions development. The foundation of our mission is to
develop and service in-house/cloud data systems for clients, associates, and corporate
partners. We take pride in fulfilling informational objectives, providing efficient data retrieval
products, and creating intelligent, readable reports.

3. Claims Administration

4. Claims Processing – Business Rules
Claims Manager® accommodates client-driven business rules
which enhance workflow.
Client/line of business rules may vary
Different Client requirements for same LOB, No problem,
change set business rules for client/LOB
Work flow process and triggering mechanisms make Claims
Manager® a managerial tool.
Not simply a data collector, a workflow stimulator

5. Claims Manager® Main Functions
1. FNOL for all lines of product. (enter new claims, retrieve using claim
no. LOB, etc.)
2. Bill Review (Review the claim descriptive data, eg CPT, ICD Code
etc.)
3. Claim Adjudication (Set reserve, settle payment, enter invoices,
receive explanation of benefits , etc.)
4. Payment and reconciliation of AP and AR with the carriers ERP
System payee bank, payer bank, etc.

6. Claim Creation/FNOL Workflow

7. Claim Adjudication Workflow

8. Evaluation Process is Ongoing
Bill review ensures competitive
medical rates
Algorithms may calculate reserves
based on claim type history
Kind of loss/type of loss history can
assist in projecting claim value
Benefit allocation tables assist in
automation
Issue automated recurring
payments, both indemnity and
expense
Always real time, no batch updates

9. JDi Data System Architecture

10. JDi Data Development Infrastructure

11. JDi Data Development Process

12. JDi Data Production Architecture

13. System Delivery Considerations
Web based SaaS model, No maintenance always up to
date!
Single database hosts multiple lines of business for
efficiency
Policy Admin, underwriting, rating, billing, add as needed
Microsoft SQL database for use of established ad hoc
reporting tools and ease of EDI hooks

14. Policy Administration

15. General Design Overview
1. Clean, simple user interface to reduce the amount of user training
2. Each time a policy is bound or in force, any subsequent changes
are made to a “clone” of the bound policy, to preserve a strong
audit trail and facilitate the claim system integration
3. Bulk actions are implemented wherever possible to allow the user
to perform an action on multiple items (such as generating proof of
coverage letters) quickly and easily
4. Strongly integrated with the claim system, uses same database.
5. Permissions structure to segregate system functionality by user
and/or user role

16. New/Renewal Policy Workflow

17. Policy Endorsement Workflow

18. Billing Workflow

19. Claim System Integration
Traditionally, policy and claim systems rarely communicate smoothly.
Adjusters often don’t have access to policy aggregates and underwriters
often don’t have access to up-to-date loss runs
JDi Data Claims and Policy Admin share a SQL database which
facilitates very tight integration

20. JDi Data Advantages
Complete insurance claims software solutions.
We don’t offer just claims software. We offer management solutions that help you reach your business
goals. From our Claims Manager® to our Policy Administrator software, you get the most intuitive
solutions available.
Reliable, fast, and loaded with advanced features.
Our solutions are the result of exhaustive research and a thorough knowledge of insurance claims
software needs. Each solution gives you end-to-end functionality that helps you administer, track,
report, and manage your claims.
• User-defined, client-dependent configuration flexibility addresses reporting parameters
• AccessADoc proprietary document management. Easily access internal claim data and docs or
retrieve externally stored Xerox and other document management systems.
• With mail merge, generate letter templates, PDF docs, form fillers for all reporting
requirements.
• P&C, including Workers Compensation Software with industry standard and Custom Report
Designer for simple ad hoc. Agency, broker, reinsurer, and more. Loss runs, performance,
management and activity with OpticLense, functional dashboards.
• Mobile device accessibility, client portal access, multiple tier access rights, audit login trail, on
line help.
• Integrate related software, Outlook email/calendar Plugin, T&E, HR and Accounting.
• OCR technology for Google type claim data retrieval.

21. Contact Us
http://www.jdidata.com
James DeRosa
President
James.DeRosa@JDiData.com
Kevin Smith
National Accounts Executive
Kevin.Smith@JDiData.com
2400 E. Commercial Blvd Suite 322
Ft. Lauderdale, FL 33308
954.938.9100 (phone)
954.351.9838 (fax)