CLIENT VISIBILITY · ADDED TO VCA CLAIMSCORE
ClientPortal
ClientPortal gives each of your carrier and program clients a branded login to its own claims, documents and reports, showing only what you release.
TYPICAL FOR
Domestic MarketTPAsAdjusting Firms
Lloyd's MarketDelegated Claims Administrators (DCAs)
YOUR VCA ACCOUNT
The Claim Your Team Works
- Claim Details and Status
- Financials and Reserve History
- Notes
- Documents and Reports
- Notes Marked Internal
- Time Log
YOUR CLIENT'S VIEW
The Same Claim, as You Set It
- Claim Details and Status
- Financials, with Reserve History If You Turn It On
- Notes You Share
- Documents and Reports You Release
- Notes Marked InternalStays with You
- Time Log, with Its Tab OffStays with You
HOW ACCESS IS SET
- All the Client's Claims
- Only Claims They're On
- By Lloyd's Classification
- Tabs Set Once for All
THE PROBLEM IT SOLVES
Carrier and program clients want to know where their claims stand. Today each question about a claim becomes an email or a call to your adjuster: where it is, what the reserve is, whether the report is in. Somebody stops work to look it up and write back.
WHY IT MATTERS
What Changes When a Client Can Look for Itself
Your clients answer their own questions about a claim, so your adjusters field fewer of the same ones by email. At Synergy Adjusting, insurers, reinsurers and MGAs follow their claims this way. Synergy Adjusting →
Status Without a Phone Call
A client with a question opens the claim and finds the answer, so your adjusters are not pulled off their work to send it.
One Set of Numbers
Your client reads the claim your adjusters entered.
A Look Between Reports
A client can check its claims between your reports, without calling to ask.
A View to Show When You Bid
In the pitch for a carrier's program, you can show the carrier the view it would get, branded to your firm.
WHAT IT DOES
What can your clients do in ClientPortal?
Four jobs a client does for itself, in its own view.
Their Claims, as They Stand
Clients sign in to the claims that concern them and open any one to see details, status, the notes you share and financials. Turn on reserve history and they also see the date of each change, who made it and why.
Claim Tracking →Documents Both Ways
If you allow it, clients download the documents you share and upload their own by drag and drop, straight onto the claim.
Messages and New Claims
A client can send a direct message to the claims handler from the portal. New claims can be submitted from the portal too.
Reports, Ready to Download
Reports you flag for the portal wait on the claim for the client to download, so nobody on your team has to send them.
Reporting Across the Book →HOW IT FITS
What each client sees is your call
Your client signs in to a view of your VCA account. The claim stays where your adjusters work it, and the client sees only what you open.
- Access Set Person by PersonYour team grants access from the client's profile, one representative at a time, and chooses which claims each one sees: all of the client's claims, only the claims they are the rep on, or by Lloyd's classification. Which tabs appear is set once, for every client. Each client's profile has a Portal Usage tab.
- Shared Line by LineEach document and report on the claim has its own Show On Portal flag. Notes marked Internal never reach the portal, and the Time Log tab can be kept off it.
- Reads the Live ClaimThe portal reads the same ClaimsCore claim your adjusters update, so what your client sees changes when the claim does.
- Branded to Your FirmYour logo, with a welcome message every client sees when it signs in. New client views are set up without development work.
WHY VCA
Why Adjusting Firms and TPAs Choose VCA
Your clients judge you by how their claims are handled. VCA goes deep in claims, so the view you give them is the claim itself.
- Depth of Claims ExpertiseAn adjuster built VCA from the claim up, for the people who work it, and VCA has been building claims software for more than 20 years.Why VCA →
- Speed of ImplementationDiscovery comes first. ClaimsCore then goes live in 3 to 4 weeks on a Standard License, or 8 to 16 weeks on an Enterprise License.
- Capital EfficiencyClientPortal is added to ClaimsCore, so giving clients a view never means replacing the systems around it. Ask for it on its own line in your quote.
Questions About ClientPortal
What is ClientPortal?
ClientPortal is an add-on to VCA ClaimsCore, the claims platform that is complete on its own, for firms that handle claims for carrier and program clients. It gives each client a branded login to its own claims, documents and reports, limited to what the firm chooses to show. It reads the same claims your adjusters work in ClaimsCore.
Who uses ClientPortal?
Carriers, MGAs and brokers use it directly, each seeing only the claims that concern them. On your side, your team sets it up from each client's profile, one representative at a time.
Our TPA runs VCA. How do we get a ClientPortal login?
Ask your adjusting firm or TPA. ClientPortal is added to its VCA ClaimsCore account, and its team grants access to each of your representatives and chooses which claims each one sees: all of your company's claims, only the claims that person is the rep on, or by Lloyd's classification. Which tabs show is set once for the whole portal.
Can we keep internal notes out of a client's view?
Yes. Notes marked Internal stay off the portal, and the Time Log tab can be kept off it. Each document and report on the claim has its own Show On Portal flag, so it appears in the client's view only when that flag is on.
What does a carrier or program client see about reserve changes?
Where you turn reserve history on for the portal, it sees the reserve history on its own claims: each change, the date of it, who made it and the reason given, the same history your adjuster sees.
How is client access to ClientPortal secured?
Access is granted per client representative, from the client's profile, and each one sees only the claims you open to them: all of the client's claims, only the claims they are the rep on, or by Lloyd's classification. Which tabs show is set once for the whole portal. Behind the portal, the platform is covered by VCA's SOC 1 and SOC 2 reports, examined by Prescient Assurance. Ask in the review how client representatives sign in and how a login is removed when someone leaves the client.
Is ClientPortal a data feed?
No. ClientPortal is a view: your client signs in and sees its own claims within the access you set. Claims data pushed on a schedule into your own environment, such as a data warehouse, is DataBridge, a separate add-on, and policyholders reporting and following their own claims use InsuredConnect.
Can our firm get its claims data out of VCA?
While you run VCA, DataBridge, a separate add-on, pushes your claims data into your own environment, such as a data warehouse, on a schedule you choose, so a copy lives in your own infrastructure. For the end of the agreement, ask in the review and get the answer in writing: the format, the timeline and the cost of returning your claims data. Put the same question to every vendor you compare.
What if our client runs its own VCA account?
Then each firm works the claim from its own seat, in its own VCA account, and what passes between the two accounts is agreed in discovery. ClientPortal is for the client that wants to see its claims in your account without running one of its own.
Bring us a claim where the promise was hard to keep
Tell us which carriers and programs you report to and what each one asks you for today, and we will walk through the view each of them would get.
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