While the Amount Claimed (as entered for the Claim itself) initially can be seen as the original estimate of the loss, the Claim Items are what make up the actual cost component of the claim. If the claim as a whole is one of damage incurred during a household goods moved, then the Claim Items would be the tangible cost of, say, a broken lamp, fence replacement, or loss wages for a delay in the move.
Generally speaking, the Claim Items are the line-item cost of the claim.
Once identified and entered into Mover’s Suite, the Claim Items can be settled in a number of ways by defining records under the following categories:
Settlements
Amounts that are expected to be paid to settle a Claim Item(s) are tracked as Settlement Items within the Settlements tab. The Manage Settlements interface allows a user to assign vendors the responsibility to fix some portion, or all, of a claim, while providing a means to verify the allocations expected.
Liabilities (Chargebacks)
Amounts assessed to drivers and other service providers can be documented as Liabilities (chargebacks) and managed as part of the claim, as well.
The Manage Liabilities and Chargebacks function can be used to specify liability (chargebacks) to any of the following parties:
• A Liable Person (employee of the moving company)
• Third-Party
• Participating Agent
• Warehouse Location
The Participating Agents and Warehouse Location items can be applied as a chargeback, if needed.
Receivables
Insurance payments or van line reimbursements that are applied to company expenses as part of claim be tracked as Receivable items.
Data is summarized for all three areas for the Claim Items within the Summary tab.
More information on each of these items is listed in the following sections.
Claim Items