# Claims Manager Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Claims Manager the right Claims Processing solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/9207/Claims-Manager/reviews --- Claims Manager 4.7 (9) [View alternatives](https://www.capterra.com/p/9207/Claims-Manager/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated January 12th, 2026 # Reviews of Claims Manager Ease of use 4.9 Customer Service 4.8 ## Showing most helpful reviews Showing 1-9 of 9 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rhonda R. Senoir Risk Manager Government Administration Used the software for: 2+ years ### "Good Claims Software" October 13, 2020 5.0 good Pros Easey to use. Training was simple. The software does not crash. Cons All the custom builds cost extra. Adding too many employees cost extra. Review Source Response from JDi Data July 15, 2021 Thank you for your feedback, Rhonda! KA KRIS A. CLAIMS CLERK Insurance Used the software for: 2+ years ### "Claims Manager Review" August 19, 2020 5.0 The benefits of Claims Manager allows our team to have everything that they need right at their fingertips. The claims have the integrity that you would expect. It's fast, efficient, complete, personalized to your specific companies needs and then to your individual needs and likes. Also, Claims Manager has evolved through the years and that says a lot to me about JDI and their ability to meet the needs of your company. Pros Claims Manager is user friendly. It holds all the information you could possibly want in the claim. Pictures, videos, messages, screenshots..you name it we can get it in there. There's so many functions that claims manager does it's hard to pick a few. Printing the entire claim is so easy and fast. I love that you can personalize it in many ways. The way you look at you're home screen, how many recently accessed claims you can see 50 or 500, what you see in the contact list, how many notes do you want to see. Making payments is efficient. Printing checks, running a batch edit, check register, positive pay all are user friendly and quick. I use QuicStor upload everyday because part of my job is getting all the documents that come in the mail into the claims. QuicStor is amazing! It has so many functions. You can put the doc in as a note and in the doc tab all at once. It will notify multiple people via email if you choose and you can put a write a message as well. Diaries are another feature that I love. You set them to remind you to check back on specific details or to have someone else do a task for instance an ISO report, LS-801, or 208. But the best thing that I love about the system is you can correct anything! A note or doc in the wrong claim, the title, a payment you name it, it can be fixed. Cons The Vendor portal is great don't get me wrong. There's one thing that I wish it could do for us and that is let the providers see their Explanation of Benefits. Ours currently doesn't do that. So everyone that is signed up for ACH/EFT payments that are medical providers have to request them from us and then I go into every claim and extract it. Which can be very time consuming. Review Source Response from JDi Data August 27, 2020 Kris Thank you so much for your positive comments and 5-star review. In regards to the Vendor Portal, while we understand there are benefits to displaying the Explanation of Benefits (EOB) to medical providers we must remain vigilant in our handling of confidential medical information and Personally Identifiable Information (PII). To that end, we are currently developing a solution using our FlowBot product that could solve this issue for you and save a lot of time for your organization. I will have a member of our Client Services team reach out to discuss this option with you when it is ready to demonstrate. KJ Kathryn J. Risk Analyst Gambling & Casinos Used the software for: 2+ years ### "Great for Claims Tracking" August 25, 2020 4.0 Pros I have worked with this software regularly for reporting analytics for several years. I love the exporting the information to excel to provide analytics for my department's needs. After learning how the software works, it's relatively user friendly. It is much better than tracking things only in an excel sheet. Cons This software is set up for mostly a one size fits all. While that can be good because it includes you might not know you need!...it can be a con when you need something that does not apply to everyone. Review Source Response from JDi Data August 31, 2020 We're glad to hear how much you enjoy using Claims Manager, Kathryn! We're always working to expand the functionalities of CM and appreciate hearing from the people who use it daily for recommendations. We would love to further the conversation if you have any you could provide that would make your experience using the software even better. MB Mitch B. Vendor Manager Insurance Used the software for: 2+ years ### "JDI Review for Large Companies or Government Entities " September 11, 2020 5.0 I've had a great experience with JDI. Anytime I have an issue, their staff is always happy to lend a helpful hand or educate me. Pros The Choctaw Nation is unique entity to work for. We have over 10,000 employees across 10.5 counties in Oklahoma. Multiple industries of business as well as our own healthcare, judicial system, and legislative branches. We still continue to grow. Being able to track claims across these avenues and changes across our tribe would be virtually impossible without an user software like JDI. It is very easy to add, change, delete departments while not losing previous claim history data. Cons Being an administrator for our department, I wish the software gave more authorization to our adjusters. Review Source Response from JDi Data October 14, 2020 Hi Mitch, Thank you for leaving us a 5-star review! We're glad that Claims Manager has helped Choctaw as it has expanded over the years. That being said, Claims Manager is a highly configurable system that can be programmed to meet all your needs. A representative from Client Services will reach out with a solution for your adjustors. If there's anything else we can help with, please let us know. DH DIANE H. CLAIMS CLERK Insurance Used the software for: 2+ years ### " USER FRIENDLY" June 16, 2021 5.0 I am able to keep documentation sorted very easily. Reports are easy to generate. Very easy software to use. Pros It is very user friendly. The tabs make it easy to access very detailed information or see all the information. I especially like the reports being in excel and/or pdf format. Cons We had a portal created for our providers to upload documents to us and access information. The portal was unable to give providers have access to their EOBs. Review Source Response from JDi Data June 19, 2021 Thank you so much Diane for your kind words. You company has been a client of ours for several years and we appreciate your feedback. It is rewarding to know we are helping you. VR Verified Reviewer SEO Manager Information Technology and Services Used the software for: 1-2 years ### "Awesome product!" February 17, 2021 5.0 Awesome. Solving lots of problems to many happy clients. Pros I am working at JDi on creating and improving their products and one of their gems in the crown is Claims Manager. Cons That there is still no phone app yet. But you can use it from the mobile browser! Review Source Response from JDi Data July 15, 2021 Great to hear! Thank you for taking the time to leave this 5-star review. DH DIANE H. CLAIMS CLERK Insurance Used the software for: 2+ years ### "USER FRIENDLY SYSTEM" August 19, 2020 4.0 Pros IT IS USER FRIENDLY. MISTAKES ARE EASILY CORRECTED. Cons WHEN DESIGNING OUR PORTAL, A BIG SELLING POINT FOR US WAS TO HAVE EOB'S AVAILABLE TO OUR PROVIDERS. OUR PORTAL STILL DOES NOT HAVE THIS OPTION AND WHEN WE INQUIRE ABOUT IT....WE WERE TOLD THERE WOULD NOW BE A FEE. THE PORTAL HAS BEEN GREAT FOR UPLOADING DOCS. Review Source RL Rick L. Director, Claims Insurance Used the software for: 1-2 years ### "Claims Manager" August 19, 2020 5.0 I like Claims Manager, I have used many programs in the past and this one is the best and easiest to use. Pros I think the best feature is that it's just easy to use... Cons Sometimes the program drags or is just slow....but that could be many things. Review Source Response from JDi Data August 27, 2020 Thank you for taking the time to leave us an honest review, Rick! We appreciate it. MC Marisa C. Used the software for: ### "Claims Manager" February 1, 2017 4.0 use acces to any claim needing to be put in to the system and great to stay up to date in regards to checking on the whole claim process Review Source Similar Products Featured