What's New

Stay up to date

• Important updates appear in a short popup the next time you sign in. Click Got it once you have read it and it will not come back.
• Open What's New from the My Account menu, or from the link at the bottom of any page, to read every update.

Menu fix

• When you manage more than one client, only the client whose dashboard is open is highlighted in the menu.
• Fixed a visual glitch in the menu that appeared when several clients were listed.

Security

• Every incident, person, vehicle, quote and photo is now strictly limited to the teams that should see it.
• Sign-in links are limited in how often they can be requested, and several input-handling weaknesses were closed.

Forms

• Errors in forms now show a message instead of failing silently.
• A form no longer disappears if saving fails, and Save is disabled while it is saving.
• Quote forms no longer lock up after a validation error.

Fixes

• Restoring an archived incident no longer blanks its admin fields.
• When a repair is approved, the customer is now notified.
• Quote-authorised emails go to the right person.
• The broker dashboard works for a broker with no clients yet.

Find your reports in one place

• Open Reports from the menu to see every report available to you.
• Each report links back to Reports and to the Dashboard, so you can move between them easily.

Search

• Tick Include archive when searching the dashboard to include archived incidents in the results.
• Archived incidents are clearly marked in the results.

People

• Add an address when you add a person to an incident.
• A person's phone number, email and address are now shown together in the list of people.

For clients

• Incident Pipeline shows how long incidents have been in each status.
• Section Performance shows which sections hold things up.
• Data Completeness shows which incidents are missing information.
• Claims Cost and Quote Variance compares quotes with what was authorised.

For brokers

• Action Queue lists the incidents waiting on the broker.
• Submission Readiness shows which claims are ready to send to the insurer.
• Outcomes and Recovery shows how claims ended and what was recovered.

Also

• Outstanding Actions no longer lists archived incidents.

Notifications

• When you are made the handling user for an incident, you receive an email with the incident details and a link to it.
• The member dashboard shows how many incidents you are handling and lists them.

Outstanding Actions

• A new Outstanding Actions page lists the incidents and sections that still need attention, and the dashboard shows how many there are.
• The dashboard can be searched and filtered by status.

Brokers

• Brokers can request more information on a section of an incident. The incident moves to Data Requested, and the client's admins, the person assigned to that section and the handling user are emailed.
• The incident status can be changed from a dropdown and is shown clearly on the incident.

Notes

• Tag a colleague in a note to let them know it needs their attention.

Vehicles

• Enter a full VIN instead of a registration number when that is all you have.

Screens

• The dashboard, archive, outstanding actions and locations screens now share a more consistent layout.

Archive

• Archive an incident to remove it from the dashboard, and restore it later if you need it. Archived incidents live in the Incident Archive.

Who is responsible

• Choose a handling user for each incident.
• Assign a person to each section of an incident (vehicles, people, photos, costings and so on), and unassign them again if plans change.
• Sections are now numbered, so it is easier to see what is left to do.

Locations

• Add, edit and manage your sites from Manage Locations.
• Each incident can now record a handling location (set on the Admin tab), shown in the dashboard list.

Photos

• Click a photo to open a larger preview and zoom in on the detail.

For brokers

• A new Broker tab on each incident lets the broker record whether it is a fault or no-fault claim, choose an incident category, and upload a remittance document.
• Insurance company details are held for each client, so the broker can see the policy and contact information alongside the incident.