- Need more information?
- Ready to streamline your claims process?
Call (703) 648-2404
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Who were the players in this claim?
- Client/Shipper
- Insurer/Valuation
- Inspector
- List of Crewmembers who did work
- Origin Agent
- Destination Agent
- Hauler/Driver
- Account paying for shipment
Name
Correspondence Address
Telephone and fax numbers
Name
Telephone and fax numbers
Valuation information
Name
Telephone and fax numbers
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What is the claim about?
- Claim overview description and information with cross-reference numbers to your systems
- Details on each individual loss
- What is the status of the claim’s processing
Item description
Type of loss or damage
Where the damage occurred
Action taken: paid, denied, cancelled
Amount paid to client with check#
Amount paid to third party with check#
Chargebacks
Where is the claim?
Date claim started
Date form sent to client
Number of days in which to return form
Date form received from client
Date inspector assigned
Date inspection done
Date invoiced insurer
Date insurer Paid
Date the claim was closed
To do ticklers remind you of key events
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Why did the claim occur?
- Keep track of all conversations and additional information
- Maintain lookup lists for codes, losses, actions, etc.
- Maintain crewmember lists
- Index files
- Setup access rights for users
Enter all notes of all discussions
System time-stamps entries
Perfect audit trail
Reports, Letters, Analysis
Initial letter to client
Follow up letters
Resolution letter
Claim summary reports
Fax to Inspector
Any letters that you want to create
Analysis reports on damage
Find out who is costing you money
Administration
