ClientSpace Modules Overview

In this topic, we provide a brief overview of what each ClientSpace module does. There are 6 ClientSpace modules:

Review the main functionality highlights of each module below:

Sales

Lead & Opportunity Management -Track sales activity progress with organizations, contacts & activities.

Underwriting - Underwriting approvals, documents, notes, and pricing are all in kept in one easy to use place.
Pricing - Unparalleled pricing engine for creating the best and quickest opportunities plus commission tracking.
Proposals - Generate a Proposal, CSA, Exhibit A, etc. all with the push of a button.
Partner Integration - DocuSign allows you to sign proposals quick and easy. GradiantAI gives you the insights before bringing on a client. These are just two of the many partner integrations available.
Manage Sales records using customized Sales Home Pages.

Project Management Tracking with Milestones - Enjoy 24/7 visuals on where a client is in the onboarding process.
Implementation Reports - Easily modify reports to view the information you need.
Client Export to PrismHR via API - With just a push of a button, send your client information into Prism to create a client.
Manage records using the Implementation Home Page.

Workers’ Compensation (WC) Claims - Easily manage all claims from creating a new claim, to importing loss runs, to updating existing claims.
Workers’ Compensation Policies - View and renew all WC policies from all carriers in one place.

Reports - Generate OSHA, FROI and wage statement reports with the push of a button.
Employment Practices Liability Insurance (EPLI) Claims -Track your EPLI policies and claim data.
Certificate Of Insurance (COI) - Save time sending out certificates of insurance with our easy-to-use forms and reports.
Manage records using the Risk Home Page.

Cases and Tasks - Solve all of your client’s questions and concerns with cases and tasks.
Notifications and Workflows - Get notified via the workflows that work for you.
Unique Home Pages - Create as many home pages as your company needs.
Reports - Create reports containing your data.
API - Enjoy custom integration with Prism. If you need it, ask for additional API support.

Employee Data Management - Access employee and employment data.
Unemployment Claims (UI) - Manage and track unemployment claims.
Leave of Absence (LOA)/Family Medical Leave Act (FMLA) - Manage and track LOA and FMLA items.
State Information Data Exchange System (SIDES) Integration - Efficiently and seamlessly submit unemployment claims to SIDES through ClientSpace.
Manage records using the Unemployment Home Page.

Benefit Plan Renewal - Renew benefits plans with the push of a button.
Plan Selection, Contributions, and Pricing - Set up plans, contributions and pricing.
Plan Comparison Worksheet - Quickly download a client facing benefit plan comparison (in Excel).
Client Plan and Pricing -API Feed to PrismHR - Effortlessly send benefit plans and pricing into PrismHR.
Benefit Plan Manager (BPM) - BPM is a web portal that your customers can use to review benefits renewal options and make benefits selections. It makes plan review and comparison, plan selection and final plan approval much easier for you and your customers.