CAW

There are two primary features used by our clients within CAW. 

1.   Account Inquiry is where you go to find the status of any claim.  Once you click on this option, another window will open and within this feature you can look up a claim by a variety of options but the most commonly used one is the first one that is labeled “Acct Number”.  You can type in your claim number or Wilber’s file number and then click “Search”.  A new screen will appear with the basic information of that file in question.  If this is the right claim, click on the claimant’s name and the entire file will appear. 

• What can I do once the file is open?  Above the tan bar to the right, there are a few options available for you to utilize.
  • “Report Payment” – this allows you to inform us if money has come to your office instead of ours.  If you click on this feature, you’ll be prompted to fill in some blanks to inform us of the amount of money received.  When you are done, click “Update Record”. 
  • “Cancel Return” – if you need for Wilber to close this file down for whatever reasons, just explain why, and we’ll close the file down.
  • “Edit Acct” – if you’ve received any new information about this file or you have a question for Wilber on this file, please type us the information and send it to us.  The notes will be added to the file.
  • “Upload Docs” – if you have any supporting docs that need to be added to the file, you can choose this option, browse your system, and upload them directly from your computer to ours with just a click of the button. 
  • “Print Friendly” – this option is available for you to have a hard copy of what you see on the screen.  Great for filling or giving a copy to someone in the office

• The notes section towards the bottom of the page has a few filters built into it to help you see exactly what you want to see and those options are:
  • “Combined Notes” – This feature allows you to see all the notes created on this file including internal notes, internal procedures, letters mailed out, attempts to call the tortfeasor, and money collected.
  • “Transactions” – This will only show you the money collected from the tortfeasor or any money the insurance carrier has provided for court costs on a legal file.
  • “Letters & Notices” – Here you will see any correspondence we’ve had on the insurance carrier’s behalf to the tortfeasor or state.
  • “Comments” – If you want to see if we’ve made contact with the tortfeasor and don’t care about all the behind the scene stuff we do, this is the option of choice.  Here you’ll only see the specific details of what we are doing on this file. 
  • “Miscellaneous” – This is the catch all space that removes some of the direct communication and shows the when the supporting docs we’ve received and loaded, faxes received, strategies started and stopped, and so forth.

2.  Reports is the place where you go to find detailed reports already created or where you go to create your own tailored reports.  Each report you generate will always have the capabilities to download to Excel spreadsheet. There are five major headings under the report option and they are:

• “Report Generators”  Here is where you go to create your very own report.  We’ve supplied three different ways of looking up data for a report.
  • Report Builder – This is a simple and basic format that you can fill in some blanks and create a report.
  • Data Mining Tool – Here you have several Ad Hoc fields so you can be more creative when searching for data. 
  • Custom Query Generator – This is the Cadillac version of reports.  You choose what you want for columns, what dates, locations, loss date, dollar amount, person sending the claim, judgment date, and so on.  The nice thing is that you can create a report and run it once a week, monthly, quarterly, or annually by clicking one button each time. 
• “Reference Reports” Allows you to see in a snap shot all the current requests made by your staff while they were in a specific file.
• “Summary Reports” is just that.  There are some pre-established reports already set up.  You just need to set a few parameters up and the data will be readily computed.
• “History Reports” is a nice overall snap shot of the claims within our system.  You can view the volume of files sent per year, their collection rate, how many files are still open, and so forth.  It is a quick way to see what is going on overall.
• “Saved Reports” stores all the reports you personally generate and save so you don’t have to recreate any.  We’ve included the first two for you:
  • All files submitted to Wilber – shows you how many files have been sent to Wilber with detail.  From here you can click on a specific file to see the notes.
  • Closed files past 30 days – allows you to see any file Wilber has closed within the past 30 days, and this is updated on the 15th of every month. 

Need Additional Info? Download the Wilber Client Access Web (CAW) Guide