Waypoint Claims
Waypoint Suites / Claims Portal

The control plane behind the claim files

Claims leadership runs the operation here: the adjuster roster, their licenses and training, the catastrophe events they are sent to, the rules that decide who receives each new claim, the money rules, vendors and their invoices, uncashed checks and regulatory notices.

The Claims Portal is the parent and the Waypoint Center the child: what is set here is what the Waypoint Center enforces on every claim.

Walk a month end What it solves for

One Roster Drives Assignment, Licensing, Authority and Training

People
Roster
Everything Assignment Needs
Lines of authority, experience, home address for distance, licenses, indemnity and expense authority, capacity and manager — per person, with a Review Queue for changes adjusters submit themselves.
Roster Management
Licensing
Licenses and the Licence Gate
Every license with lapse counts and nightly verification where you hold it. The Claim Licence Gate refuses or warns when someone opens a claim they are not licensed for, and records every open.
Licensing
Training
Training and Compliance
Your own courses and requirements, reminders on your own schedule, and a record of every notice — including the ones that could not be sent, and why.
Training & Compliance

Import your existing spreadsheet once, add your own columns, and every change is on the record with the editor’s name and the old and new value.

Events, Assignment and the Invoice

Work to billing
Events
Deployments and Catastrophe Events
Adjusters, ZIP codes, limits on this event and its managers. Claims filed against the event go only to the event’s own adjusters, in rotation.
Events
Assignment
Automatic Assignment, When You Turn It On
Territory first, then lowest weighted workload, among adjusters who are active, licensed in the loss state, hold the claim’s line and have room. What cannot be placed waits in the queue with its reason.
Auto-Assign Settings
Invoicing
Fee Invoices From The Event
Calculated from the event’s structure — component, hourly, flat, time and expense, workers’ comp or casualty — and tracked from submitted to paid, with adjuster pay and margin.
Invoicing
Deployment controls on a laptop, live engagement tracking on a tablet and an automated invoice, linked in sequence

An event carries the people, territory, limits, managers and invoicing structure, so the fee invoice is calculated from the work recorded against it.

Vendors, Checks, Bordereaux and the Law

Money and partners
Vendors
One Vendor Master
Sanctions and tax checks, statements landed on the right claims from a spreadsheet, and invoices paid only by named approvers within their limits and the reserve.
Vendors
Escheatment
Uncashed Checks
Aged by the dormancy periods you state per state, worked through letter, report and remittance, and cleared only on the bank’s own word.
Escheatment
Bordereaux
Bordereaux In The Carrier’s Layout
Programs, templates, period runs as branded workbooks, monthly delivery, and imports that raise reconciliation alerts instead of overwriting.
Bordereaux
Regulatory
Regulatory Changes
State-law changes arrive as notices with the ready-made rule. You answer Applied or Dismissed, and an unanswered notice turns overdue on its effective date.
Settings

Each of these runs on rules your organization states. Where a rule is not stated, the platform does nothing rather than guess.

Who gets in

Three Locks, Checked In Order

The organization holds the Claims Portal; the person holds a Claims Portal key; and the person’s role is granted the page. Without the first, everyone — administrators included — is turned away at the door.

Pages are granted per role, deny by default. A page a role is not granted is not in that person’s sidebar, and its data doors refuse it.

Permissions
Keys and the role page matrix for the Claims Portal, the Waypoint Center, the Personnel Portal and the Customer Portal — plus the switches that turn the Customer and Personnel portals on or off.
Your Own Widget Pages
Settings, Analytics Suite and Financial Data start empty for everyone; each person adds the widgets they work with. Removing a widget never switches a setting off.
Money Rules
Reserve adequacy thresholds, reserve bands, tax reporting, deductibles, payment authority, collateral, masking and exchange rates — set once, applied to every claim.
Access

Entitlement first. Role second. Both default to no.

Your entitlements decide whether this portal exists for your organization at all. A person’s role decides what they may do inside it. The order is enforced on the server on every request.

Super Admin, Org Admin and Admin always enter. Everyone else needs an active Claims Portal key and pages granted to their role. SIU is granted on the Permissions page, on top of a person’s role.

Role catalog — Waypoint Center and Claims Portal
Super Admin Org Admin Admin Manager Team Leader Trainer Adjuster Claims Associate Call Center IT View Only Custom SIU
Nothing is ever deleted here: removed licenses become inactive, archived events stay, removed roster people become inactive for assignment, and the audit log itself is never deleted.

Overcoming the operation’s month-end problems

Challenge, solution, page
Licensing
"We found out an adjuster was unlicensed after the fact."
The same license list decides who can be assigned and who can work each claim, and every unlicensed open is recorded.
Licensing
Catastrophe
"Storm claims went to the wrong adjusters."
Claims on an event go only to its adjusters, by ZIP or allowable miles, in rotation, with catch-up for anyone who falls behind.
Events
Billing the work
"Work performed never made it onto the invoice."
Fee invoices are calculated from the event’s invoicing structure and tracked from submission to payment.
Invoicing
Carrier reporting
"Bordereaux are rebuilt by hand every month."
Templates in the carrier’s layout, generated per period and emailed on a set day; imports raise alerts instead of overwriting.
Bordereaux
Unclaimed property
"Nobody knows which checks were never cashed."
Checks age by the periods you state per state, and only the bank’s own feed or file marks one cleared.
Escheatment

Where the Claims Portal connects

What managers set here is what the claim files enforce.

Admin Portal Users, permissions, sign-in and the Integrations page. Waypoint Center Where what is set here is enforced on every claim. Analytics Suite Management and actuarial widgets of the book.

Bring your roster and one storm

Import your roster spreadsheet, set up one event with its ZIPs and fee structure, switch automatic assignment on and upload a batch. We will show you who each claim went to, and why.

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