Build on it / Third-party data
Your vendor accounts, entered once, tested for real
Every outside account your organization brings — print and mail, estimating, fraud data, sanctions screening, medical bill review, salvage, collections, peril and property data, e-signature — is entered once on the Integrations page and applies across every portal.
Each row says whether it is connected and working, and its Test Connection asks the outside company itself. A lane with no contract in place sends nothing and records every request as waiting.
The question this answers
What did we know at the time, and how do we prove it?
By keeping what came back. Sanctions results sit against the party, a returned estimate is filed on the claim with its totals, and every vendor call is recorded. A decision informed by an outside check stays defensible because the check is part of the file.
How an outside account works
Entered, tested, recorded
Credentials Stored Locked
One line, encrypted, never shown again. Every earlier credential is kept by the database, never thrown away.
A Real Test
“Connected and working: the vendor answered the test” — or the reason it did not.
Sanctions Never Go Dark
The two US Treasury lists are always checked by Waypoint, plus any lists your provider offers. If the provider fails, the Treasury lists still answer.
Fraud Searches On A Button
An industry fraud data search is sent only when a person presses the button on a claim. A match adds to the SIU score and never holds the claim.
Estimates Suggest, People Decide
A returned property estimate or vehicle appraisal is filed with its totals, and a reserve change is suggested for the adjuster to approve or ignore.
The lanes
What outside data is used for
One Vendor Connections entitlement covers as many vendors as your organization chooses.
Sanctions Screening
Whether a party can be paid — screened at creation, on every change and by a 10-minute sweep
Industry Claim Data
Claim search, anti-fraud search, estimate exchange, coverage lookup, Medicare compliance and weather verification
Peril and Property Data
Weather and property history on claims and at quote time in underwriting
Medical Bill Review
Fee schedules for workers’ comp and the injury lines you choose
Salvage and Collections
Items sent to salvage, status back automatically; unpaid deductibles handed to collections
Reporting and Filing
State EDI clearinghouse, Medicare Section 111, 1099 filing and the producer license registry
Where we are honest
Their data, their accuracy
We record faithfully what a provider returned. We do not vouch for it.
We Do Not Validate Provider Data
A wrong answer from a data vendor is recorded as what they said. Judging its reliability is your decision and your provider relationship.
Your Accounts, Your Contracts
Only your organization enters its vendor accounts. Waypoint’s own staff cannot enter them for you.
No Contract, No Request
A connected lane with no contract in place sends nothing and records each request as waiting.
Read next
Ask which lookups run automatically
Of us and of your current platform. Automatic outside calls you did not know about are both a cost and a disclosure.