### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Insurance Claims Management Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Insurance Claims Management Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Insurance Claims Management Software Articles [![A-Z: How to Build a Safer Workplace With Risk Assessment](https://learn.g2.com/hubfs/G2CM_FI739_Learn_Article_Images_%5BRisk_Assessment%5D_V1b.png "A-Z: How to Build a Safer Workplace With Risk Assessment")](https://www.g2.com/articles/risk-assessment) [ ### A-Z: How to Build a Safer Workplace With Risk Assessment ](https://www.g2.com/articles/risk-assessment) Running a business comes with its challenges. In the midst of various responsibilities, being a considerate business owner involves recognizing your ethical duties, making thoughtful decisions, and ensuring compliance with the law. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![Claim Peace of Mind: Decode the Work of Insurance Adjusters](https://learn.g2.com/hubfs/G2CM_FI718_Learn_Articles_Images_%5BInsurance_Adjustors%5D_V1a.png "Claim Peace of Mind: Decode the Work of Insurance Adjusters")](https://www.g2.com/articles/insurance-adjuster) [ ### Claim Peace of Mind: Decode the Work of Insurance Adjusters ](https://www.g2.com/articles/insurance-adjuster) Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![What Is Insurtech? Terms, Benefits, and Definition](https://learn.g2crowd.com/hubfs/Stock%20images/Couple%20with%20realtor%20signing%20mortgage%20contract.jpeg "What Is Insurtech? Terms, Benefits, and Definition")](https://www.g2.com/articles/insurtech) [ ### What Is Insurtech? Terms, Benefits, and Definition ](https://www.g2.com/articles/insurtech) The sweeping arm of digital transformation has cast aside normal operating procedure and catalyzed technological innovation in the insurance industry. [ ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel") PS ](https://learn.g2.com/author/patrick-szakiel) by Patrick Szakiel ## Insurance Claims Management Software Glossary Terms [![Insurance Claim](https://learn.g2.com/hubfs/G2CM_GI701_Glossary_Article_Images_%5Binsurance_claim%5D_V1a.png "Insurance Claim")](https://www.g2.com/glossary/insurance-claim-definition) [Insurance Claim](https://www.g2.com/glossary/insurance-claim-definition) An insurance claim requests reimbursement for insured damages during unforeseen events. Learn more about the types, benefits, and how to process claims. by Sagar Joshi Explore our Technology Glossary Browse through dozens of terms to better understand the products you purchase and use everyday. [Find new features](https://www.g2.com/glossary) ## Insurance Claims Management Software Discussions 0 Question on: Applied Epic [Accounting - Does your agency reconcile direct bill commission statements?](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) ? yes Answered: Mary Pientka on February 15, 2021 We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set up reports to catch any policies that don't make our statements as our check and balance. Answered: Julie Jennings on March 3, 2020 We used to; but changed over 10 years ago to recording direct bill only. We found that the carriers make very few mistakes on commission payments. Less than our staff does when invoicing direct bill. We run a direct bill transaction report after a statement is entered to make sure the statement balances to the transactions entered. Answered: Lori Merriman on March 3, 2020 We do. Feel free to reach out if you have questions. ashleyp@fourniersolutions.com Answered: Ashley Pullen on May 28, 2020 [See more answers (3)](javascript:void(0);) [Your answer](/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements/comments/new?remote=true) 0 Question on: Applied Epic [Is there a way to add taxes and fees so that it carries over into the invoicing section?](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) ? Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure\>Accounting\>Transaction Codes. Answered: Lori Merriman on November 15, 2019 You can't set a standard fee/ tax that will always carry over into an invoice if that is what you are looking for. In our system we have CTAX - Company Tax and CFEE - Company Fee that are transaction codes that we add to the transaction for those items. Answered: Samantha Smith on January 9, 2020 It is an invoice line item as any separate charge. However, if you are referring to surplus lines tax that the AGENCY is responsible for collecting, filing and paying, you can set it up as a government tax in configuration, which is usually a percentage of the premiums and fees and then you assign the tax to the premiums and fees. Answered: Lori Merriman on January 9, 2020 [See more answers (2)](javascript:void(0);) [Your answer](/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section/comments/new?remote=true) 0 Question on: Applied Epic [What is Applied Epic used for?](/discussions/what-is-applied-epic-used-for) What is Applied Epic used for? Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who have Commercial insurance, personal Insurance, Bonds, Life & Health. the system works with National and local carriers to connect and integrate with coverage provide by the agencies insurance carriers. Downloading policies and updates daily. Answered: Nicole (Nikki) Ellison on October 29, 2024 [Your answer](/discussions/what-is-applied-epic-used-for/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/insurance-claims-management/resources) - [1](/categories/insurance-claims-management/resources) - 2 - [3](/categories/insurance-claims-management/resources?discussions_page=3) - [4](/categories/insurance-claims-management/resources?discussions_page=4) - [5](/categories/insurance-claims-management/resources?discussions_page=5) - [Next ›Next ›](/categories/insurance-claims-management/resources?discussions_page=3) ## Insurance Claims Management Software Reports Grid® Report for Insurance Claims Management Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Claims Management Summer 2026 G2 Report: Momentum Grid® Report Grid® Report for Insurance Claims Management Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Claims Management Spring 2026 G2 Report: Momentum Grid® Report Grid® Report for Insurance Claims Management Winter 2026 G2 Report: Grid® Report Momentum Grid® Report for Insurance Claims Management Winter 2026 G2 Report: Momentum Grid® Report