A claim unit case is either paid, appealed, denied, or closed.

For more information about the regular process of the claim unit payment, see Creating a claim unit without a repair order.

Appealing and denying a claim

When a claim unit is denied or paid partially, a dealer can appeal the claim.

To appeal a claim, complete the following steps:

1. Log in as a dealer. For more information on login credentials, see Operators list and description.
2. Search for an applicable claim unit to appeal and open it.
3. Click Create Appeal.
4. Update the appeal with the appropriate data and click Submit.

The claim is submitted for payment and forwarded back to the assessor for further analysis. The Appeal case follows the same process as the claim unit, including pre-validation, validation, analysis, and settlement.

The complete claim appeal procedure is detailed in the following process flow.

Appeal process flow

If an assessor denies a claim unit, the system updates the Warranty claim status to Resolved-Denied. The claim is then automatically reassigned back to the dealer to be appealed again.

Closing a claim

When closing a claim, you must decide whether any further action is required or anticipated on a claim unit. This process includes ensuring that all financial aspects of the claim unit are completed and that all correspondence is closed.

Once the claim is resolved, the claim unit status is updated to Resolved-Completed.