ClientSpace Best Practices Client Service

Customer Retention If you are not taking care of your customer, your competitor will. -Bob Hooey

Agenda Client Service Management Client Portal Integration Risk Management Measuring Client Contribution Questions

Client Service Management Cases & Tasks Case Type Config

Client Service Management Cases & Tasks Case Type Config Task Workflow / Workflow Groups Template Cases Time Tracking Outlook Add-In Client Visits Client Temperature

Client User Accounts Single Sign On Client Templates Client Portal Client Service Cases Work Comp Claims Certificates of Insurance Document Sharing Document Repository Reporting

Risk Management Work Comp Claims Loading Loss Run OSHA Reporting Certificates of Insurance Policy Renewal Client Termination Policy Management Renewals

Client Contribution - Revenue Gross Margin (from payroll system) Administrative Fees Tax margins Comp margins Other Insurance Margins Additional Revenue Surcharges Service fees (cases) Deductibles or Per Incident Fees Contribution Adjustors

Client Contribution - Costs Case Management & Visits Tracking actual time vs. estimated Pay Frequency & Quantity Workers’ Comp Claims & COIs Benefits Administration / Seepage Unemployment & COBRA Commissions Legal Fees Travel Costs for Visits Vendor Costs (software, insurance, etc)