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When a claim is filed for damages incurred as part of a move, there can be quite a list of items to keep track of, such as the specifics on what damage occurred and what parties were involved. Managing the settlement of the claim can also be time consuming, so Mover’s Suite implemented the Claims interface as a complete tool to allow a user to enter all details related to a claim, track the progress of claim specifics, and to facilitate the settlement of the claim.
The Claims Module not only manages claim records and their respective settlement(s), but also provides the ability to manage payments, generate invoices, and create forms, letters, and reports directly within one interface. Any variety and number of claim records can be managed, as well.
To provide some framework of how one can use the Claims interface, we have provided the following general process overview containing key components (in bold text).
Claim Process Flow
1. A Claim is filed, or expected to be filed, against an order record,
2. A Claim Alert can be set on the record informing all application users of the claim,
3. Once the claim is confirmed, a claim record can be established under the order record within the Claims interface,
4. Details of the claim can be listed as Claim Items underneath each claim record,
5. Identified resolution of a portion (or all) of a Claim Item can be described as Settlement Items.
6. An amount that is assessed, or is to be assessed, to a driver or other service provider, can be documented as Liabilities (Chargebacks),
7. Insurance payments, van line reimbursements, and other items applied to company expenses can be referenced within the Claims interface as Receivables,
8. Amounts paid out, or amounts coming in, as part of the handling of the claim can also be tracked as Handling Expenses and Handling Revenue, respectively,
9. The Summary tab within the Claims interface and the Claims Out of Balance report can be used to track the progress and state of the claim,
10. Items can be invoiced and transaction can be generated from within the Summary tab and processed further within Payment Management,
11. Once the claim has been settled, financially or otherwise, then the claim record can be closed.
Listed in the diagram below is a graphical interpretation of the claims flow within Mover’s Suite:
Figure 1: Claims process flow
To see a detailed example of this overview, go to the Appendix - Detailed Example of the Claims Process section.
Illustrated below is how some of the items above may appear within the Claims interface.
Figure 2: Claims example for illustration
This guide is intended to walk you through setting up your Claims environment and to provide an overview of basic functionality, as well as illustrating the many features and uses of the interface.
Each and every claim and its related settlement will be different. Mover’s Suite has anticipated this, and has provided its users an incredibly flexible tool that will allow for easy management of a diverse array of claims and their subsequent settlement.
Customizing the Claims Interface
Claims Setup and Administration