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Manually assessing a claim

Updated on January 18, 2022
  1. Log in as an assessor. For more information on login credentials, see Operators list and description.
  2. Click My worklist and select the appropriate claim to assess.
  3. Review the provided data and either:
    • Approve the full claim amount, and then click Pay to update the claim status.
    • Adjust and approve the claim amount, and then click Pay to update the status to Paid-Adjusted.
  4. Click Actions. You can optionally do any of the following tasks:
    • Refresh – refresh the claim data.
    • Manually request a part return – raise a part return request while assessing the Warranty claim and subsequently return it to the dealer.
    • Return to dealer – reassign a claim back to the dealer.
    • Request additional information – request additional information from the dealer without reassigning the claim.
    • Transfer assignment – transfer the assignment to another work party for assessment.
    • Attach a note – attach notes specific to the Warranty claim.
    • Create a prior approval request – create a Prior approval case.

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