Claims Manager® delivers workers compensation software, insurance claims software and comprehensive claims management all in a seamless connection to policy administration. Robust, intuitive, and analytical, Claims Manager® drives superior claims data management and delivers optimum claims processing. Claims Manager® comes with: • All-in-one browser-based application • Fully automated electronic accounts reconciliation • Easy analysis of critical insurance data of most lines of business, including workers compensation, property, casualty, commercial auto and more • Intuitive interface that increases productivity and shortens the learning curve • The most flexibility available in an out-of-the-box solution See all the ways Claims Manager® can power your claims management process- http://www.jdidata.com

1. 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)

2. About JDi Data Corporation
We innovate and empower.
For 30 years, JDi Data Corporation has innovated
software development. As a proven leading technology
solution provider and developer, we specialize in
standard and customized insurance management
software solutions that streamline your work processes.
We pride ourselves on listening to what you say, and responding with some of
the top products available in the market. Our integrated software delivers
accuracy, claims audit solutions, and improves workforce productivity to
support insurance carriers, third party administrators, and municipal entities in
claims administration for multiple lines of insurance.
Our Mission
Our mission is to actively pursue and innovate intuitive solutions with
creativity and a passion to exceed expectations. We do that by listening to
your needs and responding with comprehensive insurance software that fits
and improves how you do business.

3. System Requirements
Software components:
JDi Data relies on the latest Microsoft technologies, including .NET 4.0, C#, and
ASP.NET and future revisions.
Microsoft SQL Server 2008 R2 Standard Edition (or better) including SQL Server
Reporting Services
Microsoft Office or compatible office suite
Adobe Acrobat reader and compatible file printer driver
Hardware Components:
Minimum requirements 4 GB of RAM, Microsoft Windows Server 2003 and Microsoft
SQL Server 2005, however JDi Data recommends:
Server (virtual or physical):
Dual-core, server-class CPU, 6 GB of RAM, 500 GB of redundant storage space.
Microsoft SQL Server 2008 and Microsoft Windows Server2008 R2 w/ Internet
Information Services (IIS) enabled
Internet/Intranet connectivity
Client Workstation(s)
Any device capable of running Internet Explorer (version 8 or later), Mozilla Firefox
(version 2 or later), Apple Safari, or Google Chrome. iPad and smart phone accessible

4. Hosted or Non Hosted Solutions
JDi Data supports both options with the same level of service. In a cloud environment,
services include maintain/upgrade/support of all functionality. In a client-hosted
environment, client would provide JDi Data virtual server access thereby limiting client
IT intervention except for hardware maintenance.
1. Software to be hosted on client-provided infrastructure
JDi Data recommends :
Microsoft Windows 2008-based infrastructure with adequate hardware redundancy
(hardware RAID, redundant power supplies, etc.).
2. Software to be hosted on cloud-based infrastructure
Cloud solutions allow us to easily grow the hosting infrastructure with minimal additional
cost, administrative overhead and downtime. As your user-base grows, cloud-based
infrastructure can easily grow with it by simply allocating additional computer resources
(disk space, memory, etc.). For added peace of mind, regular application data backups can
be scheduled.

5. Key Claims Manager® Features
• Multiple lines of business in a single database • Microsoft SQL database provides easy access for
• Multiple Insurers/Clients in same database, a interfacing with companion programs like HR,
great solution for Pools and TPA. accounting and compliance.
• Policy Administration uses same database to • Statistical reporting capability to ISO, NCCI and
eliminate duplication and allows tight integration. NISS as required
• Powerful user Access Rights, including limited • Letter designer and a mail merge with populated
view only for database fields.
Brokers/Reinsurers/Producers/Agents. • PDF, including state forms library populated from
• Powerful Time Log/Diary/Alarms/Claim Notes database.
• Captures pictures, videos, recordings • Check writing, accounting interface
• User defined, client dependent reference lists and electronic bank reconciliation
Reserves, Payment Type, Features/Kind of Loss, • Browser based web access
Type and the cause of Loss, Reporting Codes, • Smart phone and tablet applications for mobile
Diary and Note description types to aid adjusters access
while producing Reporting Consistency. • Client or Cloud hosting options
• Comprehensive reporting Loss Runs, • Mainstream components, Microsoft SQL,
spreadsheets, Bordereaux, Dashboards, Windows and .NET using software as a service
Triangulation, all available in common file format (SaaS) business model to keep you up to date.
exports.
• Client specific ad hoc reports generated on The following are a few screenshots that
demand.
illustrate the dynamic interface
• AccessADoC Document Depositary for easy
retrieval of faxes, correspondence, invoices, design, workflow, and layout of the Claims
pictures, videos, recordings, notes and diaries. Manager® system.

6. Claimant Tab
• Multiple application instances to bounce
between claims
• Enter new claim, retrieve existing claim
using filtering of LOBs, clients, programs,
departments
• Audit trail documentation of entries
allows multiple users to access single
claims
The claim status options are open, closed,
reopened, reclosed, as well as incident and
void. All Claims Manager® drop down selection
boxes are user defined for complete control of
content. Because of this infrastructure, incident
reporting is actually part of the claim system
and may be converted to an open claim as
required.
Claim sub statuses are client hierarchy based
which means different sub statuses “schemes”
are available for different clients. Claims
Manager® uses a hierarchy field selection
system to be sure data flows down correctly.
Related claims search, important for workers
comp allows users to find additional claims
for same claimant.

7. Financials Tab
The Financials tab captures all
financial activities associated with
the claim. There are two financial
screenshots, one with the print
reserve worksheet opened and the
other closed. The print reserves
worksheet works like a mini loss run
and allows transaction selection
based on clicking dollar amounts.
All transactions are color coded to indicate the type of payment, and the Claims Manager® system supports
bucket reserves (one reserve for entire reserve category) or payment category reserves where individual payment
categories with in a reserve category may be reserved individually. Mix or match!

8. Invoices Tab
Invoices may be uploaded through the vendor portal to conform with the billing requirements, manually
entered, imported from medical bill review provider, or a workflow approach can be customized specifically
for the user.
JDi Data interfaces with bill review providers, including CompIQ, Xerox, and others. We can perform ACH
debits and credits, positive pay functions, recurring daily routines, import/export or data synchronization with
other programs.
The goal of the Claims Manager® product is to minimize clerical work, duplication of entry, and streamline
workflow. The Invoices screen accomplishes all of that. Invoicing also supports multiple dollar amounts
associated with the workflow. The requested amount is the actual invoice amount, adjusted is the assigned
amount of the invoice i.e. a medical review change to comply with state payment amounts.

9. Notes Tab
The Notes section of the Claims Manager® acts as a central location from where you can add notes and
comments about the status of the claim, reasons for denial or any other information pertaining to the claim.
Using the functions available in this section you can add a new claim note, edit existing claim notes, print a
claim note and delete claim notes.

10. Diaries Tab
Using the functions available in the Diaries section you can add a new claim diary/alarm, edit existing
diaries/alarms, and delete diaries/alarms. There are also diaries which are automatically added when a
new claim is created, these are user defined diaries.

11. Documents Tab
The Docs section of the Claims Manager® system is available under the Docs tab in the Claim Details
screen. This section acts as a central location where you can add and manage all the documents related to
the claim. Using these functions gives you the ability to upload documents i.e. spreadsheets, PDF’s, audio
files, movie files, pictures, and relate them to data transactions within the claim.

12. Access rights and authority levels to control user activity
Claims Manger® allows you or JDi Data to add, change, edit or delete codes which address all
drop down menus in the system.

13. Document Depository
With today’s technology, Google type searches, instant retrieval, and information over flow, sophisticated users
are demanding. We EXPECT to be able to find things immediately. JDi Data Corporation’s AccesADoC document
depositary tool is designed to supplement and aid in document storage.
While there are many sophisticated document depositary products available, and oftentimes already in use in
our clients’ environment, AccesADoC may interface with other products. Documents may be stored anywhere,
the challenge is to ensure Claims Manager® can find them and bring them to you immediately. This obligation
is being met in the overall configuration and integration into the client environment using the best tools
available to provide the desired result.

14. Workflow Procedure

15. Loss Run Report Example

16. YTD Loss Report Example

17. Comprehensive solutions, real time delivery.
Claims Manager® insurance claims software, powers your claims
management and boosts efficiencies in all lines of business. Claims
Manager® provides fully integrated workers compensation and also critical
claim data for Property & Casualty, including:
• Specialty lines
• Construction Defects
• Difference in Condition
• Excess Liability
• Public Entity
• Law Enforcement
• Employment
• Public Officials
The result: More productivity throughout the claims lifecycle.
Our newest product, policy administrator completes the suite of products
and is fully integrated with claims.
http://www.jdidata.com