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JDi Data Corporation

JDi Data Claims Management & Policy Administration System Overview

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Insurance Software Solutions Created With Your Success in Mind. Power better claims management results. JDi Data suite of claims management and policy administration solutions can help turn around your claims management and workers compensation processes.

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Page 1: JDi Data Claims Management & Policy Administration System Overview

JDi Data Corporation

Page 2: JDi Data Claims Management & Policy Administration System Overview

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.

James DeRosa
I would remove the 20 years
Page 3: JDi Data Claims Management & Policy Administration System Overview

Claims Administration

Page 4: JDi Data Claims Management & Policy Administration System Overview

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

Claims Processing – Business Rules

Page 5: JDi Data Claims Management & Policy Administration System Overview

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.

Page 6: JDi Data Claims Management & Policy Administration System Overview

Claim Creation/FNOL Workflow

Page 7: JDi Data Claims Management & Policy Administration System Overview

Claim Adjudication Workflow

Page 8: JDi Data Claims Management & Policy Administration System Overview

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

Evaluation Process is Ongoing

Page 9: JDi Data Claims Management & Policy Administration System Overview

JDi Data System Architecture

Page 10: JDi Data Claims Management & Policy Administration System Overview

JDi Data Development Infrastructure

Page 11: JDi Data Claims Management & Policy Administration System Overview

JDi Data Development Process

Page 12: JDi Data Claims Management & Policy Administration System Overview

JDi Data Production Architecture

Page 13: JDi Data Claims Management & Policy Administration System Overview

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

System Delivery Considerations

Page 14: JDi Data Claims Management & Policy Administration System Overview

Policy Administration

Page 15: JDi Data Claims Management & Policy Administration System 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

General Design Overview

Page 16: JDi Data Claims Management & Policy Administration System Overview

New/Renewal Policy Workflow

Page 17: JDi Data Claims Management & Policy Administration System Overview

Policy Endorsement Workflow

Page 18: JDi Data Claims Management & Policy Administration System Overview

Billing Workflow

Page 19: JDi Data Claims Management & Policy Administration System Overview

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

Page 20: JDi Data Claims Management & Policy Administration System Overview

JDi Data AdvantagesComplete 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.

Page 21: JDi Data Claims Management & Policy Administration System Overview

James [email protected]

Kevin Smith National Accounts [email protected]

2400 E. Commercial Blvd Suite 322Ft. Lauderdale, FL 33308954.938.9100 (phone)954.351.9838 (fax)

Contact Us

http://www.jdidata.com