Data Claims Pro and Data Investigator Pro

Data Claims Pro and Data Investigator Pro, Serafin Enterprise's flagship database management software suites, are extremely powerful business applications for independent insurance adjustment companies and private detective agencies, respectively. This office productivity software has the potential to revolutionize your business by transitioning your office to a completely paperless one.
• ORGANIZE every aspect of your company by creating a searchable database
• MAINTAIN all your records in one place, with every file or piece of information you need only a few clicks away
• MINIMIZE your environmental impact with this completely paperless solution
• ELIMINATE the headaches and lost productivity associated with missing or misplaced files and nonstop paperwork
• SAVE money and mitigate customer frustration due to inefficient response time
• Serafin Enterprises can develop custom made plug-ins and add additional features to the program based on the end users individual needs.

This office productivity software originates from the experience of a professional investigative organization. We have spent several years designing, testing, and refining both our insurance claims and our private investigator software to exceed your expectations of what database management software can do!

We offer full, in-house computer service in addition to our office productivity software products. Our experienced technicians can help you harness the power of this paperless solution and achieve a paperless office with solid, reliable backup strategies. Services range from networking, workstations, file/domain servers and exchange servers to firewalls and secured VPN tunnels between satellite offices. Our customized paperless solutions are built around your business needs to ensure a smooth transition to these new technologies. Let us design an integrated system around you.

The database management software suite promises an easy to use interface designed to save you time and money. Enjoy a FREE 30-day trial of our software to see if Data Claims Pro or Data Investigator Pro is right for your business needs. Call us today at (732) 946-3100 to schedule a consultation or with any additional questions you may have regarding our insurance claims or private investigator software.

Benefits

Data Claims Pro and Data Investigator Pro allow businesses to achieve new levels of productivity and give you these time-saving tools and more!

• Manage all client interactions
• Organize files and claims
• Invoice all accounts with efficiency
• Send and track e-mails and easily create mailing lists and bulk e-mails
• Record sales tax
• Track monies received
• Account for all monies owed
• Administer employee paychecks
• Register employee time sheets
• Catalogue and generate reports
• Make copies to CD or DVD
• Backup and restore all data to and from external hard drives
• Click and drag directly from your email
• Enjoy the benefits of a data-based program, as opposed to a web-based program, by controlling many features, such as inserting scanned documents into the database management software and working even when Internet service is down
• Access Internet while working in the program

Detailed Product Features

CUSTOMER DATABASE (DETAIL OF FUNCTIONS)

• Company Name
• Address
• Phone Numbers (including cell and fax)
• Category (customizable)
• E-mail Address
• Ability to e-mail from database
• Ability to print addresses to envelopes
• Ability to make notes
• Completely searchable database

CASE INDEX (DETAIL OF FUNCTIONS)

• Set up cases by claim numbers
• Scan all physical documents into case index
• Set up separate file cabinets, or categories, under any claim to easily locate scanned items, reports, photos, notes and invoices
• Download photos to each case index and write text to photos
• Click and drag Word documents, photos and scanned objects from e-mail
• E-mail all selected items
• Type notes or logs which are automatically saved by date and time
• All sent e-mails are automatically saved to the log
• Print label if setting up paper file
• Create and encrypt reports from Word templates
• Access invoices and verify payment
• Add and delete comments or notes and peruse a claim or file at a glance to see what remains to be done
• Track what tasks employees are assigned and accomplishing on a specific claim or file
• Categorize file by status
• Print all selected reports, scanned items and photographs

TIME SHEET (DETAIL OF FUNCTIONS)

• Keep record of all time spent on a claim, in 1/10 hour increments
• Maintain a record of all expenses
• Create template for hours and expenses
• Verify hours and expenses billed
• Print and/or e-mail time sheets

INVOICES (DETAIL OF FUNCTIONS)

• Create a template of all billed items, which will appear in each case index
• Add one-time line items for individual invoices
• Keep records of all monies received, accounts payable, and interest owed on overdue accounts
• Automatically tags numerical sequence numbers to each invoice produced
• E-mail and/or print overdue invoices
• Charge sales tax by state and designate taxable items in each invoice

REPORTS DATABASE (DETAIL OF FUNCTIONS)

• Review, e-mail or print invoices, categorized according to account status
• View, create and print a report of all unpaid invoices
• View, create and print a report of all monies received for a user-definable time period
• View, create and print a report of sales tax charged and received

RECEIPTS (DETAIL OF FUNCTIONS)

• Easily document paid invoices, and create and print a receipt

CALENDAR (DETAIL OF FUNCTIONS)

• Create a comprehensive and interactive calendar and planner, capable of recording all tasks to be completed on any given date
• Keep running calendar of tasks to complete on a claim or file and easily access the desired claim or file by linking to it in the calendar
• Create calendar codes from a customer database
• Create recurring tasks
• Archival features that can bring up all completed tasks and entries as far back as you want

TABLES (CUSTOMIZABLE PER CUSTOMER REQUIREMENTS)

• Customer Databases
• Invoices
• Claim Types
• Calendar
• Time Sheets
• Expense Types
• Company Information
• Envelopes
• State Taxes
• File Folders for Images
• Word Templates
• Image Templates
• Interest for Invoices

The key to a running a smooth and efficient business is office productivity software like Data Investigator Pro and Data Claims Pro. We’re so confident that we can help you achieve your productivity goals and cut your expenses that we’re even offering a FREE 30 day trial of our flagship database management software. Click here to download our paperless solutions absolutely free! We offer excellent customer support and can even customize plug-ins and add features relevant to your business. Call us today at (732) 946-3100 to schedule a consultation or with any additional questions you may have regarding our insurance claims or private investigator software.