Executive clarity, compliant speed.

Prescott Claims Group delivers multi-client visibility with role-governed confidence—secure, segmented, and executive-friendly.

Secure Login & Access

SSO Global Admin

Control cross-client KPIs and governance.

MFA Engagement Manager

Oversee client programs and deliverables.

MFA Analyst

Scopes analysis engines and uploads.

Client Client Manager

Review scoped dashboards and reports.

Client Client Viewer

Read-only access for approvals.

Global Admin Home

42 Active Clients

128,340 Total Claims Ingested

312 High-Risk Alerts

58 Engagements in Review

Client Switcher & Context

Fixed pill shows current client context; safe prompts trigger for unsaved work before switching.

Row-Level Security Per-Client Storage Watermarked Exports

Notifications & Audit Log

Email & in-app alerts with immutable record per client; admin-level cross-client visibility with filters.

Client Dashboard (Scoped)

1,248 Claims Uploaded

74 High-Risk Count

21 Aging Backlog (30+ days)

$89M Reserve Exposure Trend

12 Open Tasks

Engagement Milestones

All segments maintain >95% SLA adherence.

On Track

Q4 Premium Adjustment · Updated 6m ago

Client Upload Completed · 14 Files 1h ago

High-Risk Case Escalated to Litigation 3h ago

Client Upload Portal

Drag & drop CSV, XLSX, PDF.

Schema validation, inline errors, and template download ensure compliance.

Last upload: 37 files · 4 warnings resolved

Upload History

Today: 120 claims · 4 rejected rows

Errors resolved in 12 minutes average.

Error Logs

Schema mismatches · Resolved

Per-file detail with row-level attribution.

Claims Analysis Engine

Claim Age Backlog

18% over 60 days, requiring immediate triage.

Reserve Exposure

Variance +4.2% vs forecast.

Litigation Risk

6 cases elevated · 2 require external counsel.

Subrogation Opportunities

9 identified; integrated tracker deployed.

Documentation Quality

12% of claims flagged for missing exhibits.

Claim ID	Adjuster	Status	Risk	Action
CLA-10492	Marina Parker	Under Review	High	Export · Detail
CLA-10321	Jared Holden	Pending Upload	Monitor	Validate · Notes
CLA-10007	Lina Morse	Litigation	Critical	Escalate · Export

Internal Task Planner

Kanban · Client Context

Columns: Intake, Review, SLA Delay, Closure

Drag tasks to keep SLA indicators green.

List View · Admin Roll-Up

Cross-client view surfaces blockers.

Comments, mentions, and attachments in-line.

Assign documentation review to Analyst · Linda Due Tomorrow

Upload subrogation dossier · 3 attachments Due in 2d

Client Report Portal

Branded reports with executive summary + appendices; dated, watermarked, and export-ready.

Engagement Overview

Highlights, milestones, SOP reference.

Recommendations

Risk mitigation, resourcing, and reserve guidance.

Training & Resources

PDF Library

Versioned SOPs, workflows, and quick refs.

PPT Decks

Client-ready briefings with freeze-lock.

Video Catalog

Onboarding and compliance trackers.

Completion Tracking

Scoped to each client user.

Settings & User Management

Global

Client Creation · Permissions · Data Retention
IP Allowlists · Branding Defaults
Role Scopes · Token Lifespans

Client

Client Users & Roles
Optional Logo & Email Templates
Scoped Storage & Export Watermarks

Compliance & Data Isolation

Hard segregation by client with row-level security, per-client buckets, and role-scoped tokens.

Row-Level Security Per-Client Storage Buckets Watermarked Exports Audit Traceability

Help & Support

FAQs

Searchable knowledge base with highlight toggles.

Onboarding Checklists

Scoped per client to accelerate approvals.

Support Requests

Scoped, prioritized, SLA-linked.