Tuesday, March 19, 2019 you are here :Solutions»Insurance


Managing the array of adjusters and information being exchanged when handling daily, and especially, CAT claims is an ever-increasing challenge. Delivering better, more consistent service while reducing errors and fulfilling qualification requirements can prove challanging for all but the largest firms in the industry.

Vistalogix's Portfolio® business portal software offers simple, cost-effective tools to improve communication, distribute information, manage projects, and make sure all of your team is on the same page. The easy, collaborative flow of information and self-service nature of a portal helps speed-up internal processes, improve client and team interaction, while decreasing management and service overhead.


Service, reliability and efficiency are paramount in the insurance industry, especially in P&C. This is even more the case during time of catastrophe. Managing teams of staff and independent adjusters, examiners, documents, emails, faxes, and policyholder requests can be a daunting challenge, especially for smaller carriers.

Reliable Communication
Portfolio provides tools to more effectively communicate with adjusters and staff in the field:
  • Bullet-proof, secure email is accessible from virtually any device.
  • Email hosted in multiple remote datacenters guarantees availability in time of disaster.
  • Automatic archiving ensures regulatory compliance and that crucial emails are never lost.
  • Shared calendars allow everyone on your team to keep up-to-date.
  • No in-house servers or IT management is required, significantly reducing costs.
Document Mobility
Portfolio's Document Library helps organizations of any size and budget easily maintain volumes of claim files, photos and other documents, and make then accessible whether in the office or in the field:
  • Safely store your documents in world-class, fault-tolerant datacenters.
  • Tightly control document updates and versioning.
  • Segregate and delegate management of documents for adjusters, staff, vendors, carriers, or however you choose.
  • Provide secure access to documents from inside or outside the office.
Consistent Training
Portfolio's Learning Management System (LMS) brings Fortune 500 caliber training within reach of any organization:
  • Ensure all adjusters, examiners and other staff are current on the latest policy and procedural changes.
  • Your own interactive training content is available anywhere in the world, via a simple web browser.
  • Assign required training and track the status and expiration of classes and certifications for learners.
  • Use existing content for training, such as PowerPoint and PDF, or SCORM 2004 content.
Build Your Own Software
As many of our clients have discovered, Vistalogix Portfolio allows you to build your own custom software, often at a lower cost than you can buy off-the-shelf!
  • Develop solutions to fit your unique requirements and processes.
  • Mold your software to your workflow, not the other way around.
  • Control which features/functions you want added and when.
  • Available standard maintenance fees, similar to our off-the-shelf modules, eliminate concerns about future updates.
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